WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$113K
2
+$97K
3
+$90.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.7K
5
QLD icon
ProShares Ultra QQQ
QLD
+$59K

Top Sells

1
+$623K
2
+$113K
3
+$110K
4
VZ icon
Verizon
VZ
+$84.8K
5
INTC icon
Intel
INTC
+$73.4K

Sector Composition

1 Technology 27.35%
2 Healthcare 12.75%
3 Consumer Discretionary 11.05%
4 Communication Services 10.07%
5 Consumer Staples 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
33
352
$5K ﹤0.01%
5
353
$5K ﹤0.01%
16
354
$5K ﹤0.01%
256
355
$5K ﹤0.01%
+94
356
$5K ﹤0.01%
124
357
$5K ﹤0.01%
17
358
$5K ﹤0.01%
27
359
$4K ﹤0.01%
+100
360
$4K ﹤0.01%
181
361
$4K ﹤0.01%
+151
362
$4K ﹤0.01%
39
363
$4K ﹤0.01%
288
364
$4K ﹤0.01%
591
365
$4K ﹤0.01%
+116
366
$4K ﹤0.01%
600
367
$4K ﹤0.01%
13
368
$4K ﹤0.01%
423
369
$4K ﹤0.01%
43
370
$4K ﹤0.01%
125
371
$4K ﹤0.01%
106
372
$4K ﹤0.01%
270
373
$4K ﹤0.01%
186
+66
374
$4K ﹤0.01%
40
375
$4K ﹤0.01%
41
13 14
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