WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
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
376
$5K ﹤0.01%
+125
377
$5K ﹤0.01%
+60
378
$5K ﹤0.01%
+163
379
$5K ﹤0.01%
+270
380
$5K ﹤0.01%
+135
381
$5K ﹤0.01%
+117
382
$5K ﹤0.01%
+27
383
$4K ﹤0.01%
+68
384
$4K ﹤0.01%
+42
385
$4K ﹤0.01%
+10
386
$4K ﹤0.01%
+45
387
$4K ﹤0.01%
+121
388
$4K ﹤0.01%
+17
389
$4K ﹤0.01%
+265
390
$4K ﹤0.01%
+8
391
$4K ﹤0.01%
+18
392
$4K ﹤0.01%
+100
393
$3K ﹤0.01%
+28
394
$3K ﹤0.01%
+67
395
$3K ﹤0.01%
+200
396
$3K ﹤0.01%
+146
397
$3K ﹤0.01%
+29
398
$3K ﹤0.01%
+23
399
$3K ﹤0.01%
+112
400
$3K ﹤0.01%
+150
14 15
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