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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.02%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
212
352
$7K ﹤0.01%
49
353
$7K ﹤0.01%
+142
354
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100
-3
355
$7K ﹤0.01%
16
356
$7K ﹤0.01%
92
357
$7K ﹤0.01%
256
+3
358
$7K ﹤0.01%
81
359
$7K ﹤0.01%
306
360
$7K ﹤0.01%
190
361
$7K ﹤0.01%
51
362
$6K ﹤0.01%
14
363
$6K ﹤0.01%
274
364
$6K ﹤0.01%
50
365
$6K ﹤0.01%
172
+96
366
$6K ﹤0.01%
40
367
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+43
368
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5
369
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110
370
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117
371
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372
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24
373
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125
374
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27
375
$6K ﹤0.01%
169
13 14
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16 17