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
$161M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$126K
2
+$112K
3
+$97.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$80.8K
5
QLD icon
ProShares Ultra QQQ
QLD
+$76.1K

Top Sells

1
+$656K
2
+$135K
3
+$110K
4
VZ icon
Verizon
VZ
+$99.4K
5
INTC icon
Intel
INTC
+$97.1K

Sector Composition

1 Technology 27.34%
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%
529
352
$5K ﹤0.01%
+75
353
$5K ﹤0.01%
104
354
$5K ﹤0.01%
245
+59
355
$5K ﹤0.01%
111
356
$5K ﹤0.01%
33
357
$5K ﹤0.01%
256
358
$5K ﹤0.01%
+94
359
$4K ﹤0.01%
181
360
$4K ﹤0.01%
+151
361
$4K ﹤0.01%
39
362
$4K ﹤0.01%
288
363
$4K ﹤0.01%
+116
364
$4K ﹤0.01%
600
365
$4K ﹤0.01%
13
366
$4K ﹤0.01%
423
367
$4K ﹤0.01%
43
368
$4K ﹤0.01%
125
369
$4K ﹤0.01%
106
370
$4K ﹤0.01%
270
371
$4K ﹤0.01%
186
+66
372
$4K ﹤0.01%
40
373
$4K ﹤0.01%
41
374
$4K ﹤0.01%
1,215
-103
375
$4K ﹤0.01%
24
13 14
15
16 17