WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$203K
3
+$200K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$194K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$193K

Top Sells

1
+$185K
2
+$132K
3
+$119K
4
COST icon
Costco
COST
+$101K
5
VZ icon
Verizon
VZ
+$72.5K

Sector Composition

1 Technology 28.33%
2 Communication Services 13.58%
3 Consumer Discretionary 12.14%
4 Financials 9.62%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+156
352
$7K ﹤0.01%
+336
353
$6K ﹤0.01%
+100
354
$6K ﹤0.01%
+1,302
355
$6K ﹤0.01%
+306
356
$6K ﹤0.01%
+170
357
$6K ﹤0.01%
+174
358
$6K ﹤0.01%
+212
359
$6K ﹤0.01%
+40
360
$6K ﹤0.01%
+49
361
$6K ﹤0.01%
+5
362
$6K ﹤0.01%
+16
363
$6K ﹤0.01%
+41
364
$6K ﹤0.01%
+169
365
$6K ﹤0.01%
+190
366
$6K ﹤0.01%
+51
367
$5K ﹤0.01%
+600
368
$5K ﹤0.01%
+423
369
$5K ﹤0.01%
+31
370
$5K ﹤0.01%
+42
371
$5K ﹤0.01%
+36
372
$5K ﹤0.01%
+125
373
$5K ﹤0.01%
+60
374
$5K ﹤0.01%
+163
375
$5K ﹤0.01%
+27
13 14
15
16 17