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
$203M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$197K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$193K

Top Sells

1
+$173K
2
+$131K
3
+$122K
4
COST icon
Costco
COST
+$106K
5
VZ icon
Verizon
VZ
+$70.8K

Sector Composition

1 Technology 28.34%
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%
+17
384
$4K ﹤0.01%
+265
385
$4K ﹤0.01%
+8
386
$4K ﹤0.01%
+18
387
$4K ﹤0.01%
+68
388
$4K ﹤0.01%
+42
389
$4K ﹤0.01%
+100
390
$4K ﹤0.01%
+10
391
$4K ﹤0.01%
+45
392
$4K ﹤0.01%
+121
393
$3K ﹤0.01%
+28
394
$3K ﹤0.01%
+67
395
$3K ﹤0.01%
+13
396
$3K ﹤0.01%
+200
397
$3K ﹤0.01%
+146
398
$3K ﹤0.01%
+29
399
$3K ﹤0.01%
+23
400
$3K ﹤0.01%
+5
14 15
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