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
+$113K
2
+$97K
3
+$90.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.7K
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$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 27.34%
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%
16
352
$5K ﹤0.01%
256
353
$5K ﹤0.01%
+94
354
$5K ﹤0.01%
124
355
$5K ﹤0.01%
17
356
$5K ﹤0.01%
27
357
$5K ﹤0.01%
607
-15
358
$5K ﹤0.01%
190
359
$4K ﹤0.01%
134
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%
40
372
$4K ﹤0.01%
41
373
$4K ﹤0.01%
1,215
-103
374
$4K ﹤0.01%
24
375
$4K ﹤0.01%
276
13 14
15
16 17