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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.03%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
200
377
$6K ﹤0.01%
24
378
$5K ﹤0.01%
31
379
$5K ﹤0.01%
36
380
$5K ﹤0.01%
174
381
$5K ﹤0.01%
75
-110
382
$5K ﹤0.01%
600
383
$5K ﹤0.01%
423
384
$5K ﹤0.01%
+75
385
$5K ﹤0.01%
41
386
$5K ﹤0.01%
135
387
$5K ﹤0.01%
40
388
$5K ﹤0.01%
100
389
$5K ﹤0.01%
1,254
-48
390
$5K ﹤0.01%
124
391
$5K ﹤0.01%
+17
392
$5K ﹤0.01%
+276
393
$5K ﹤0.01%
+122
394
$4K ﹤0.01%
42
395
$4K ﹤0.01%
8
396
$4K ﹤0.01%
50
397
$4K ﹤0.01%
270
398
$4K ﹤0.01%
+41
399
$4K ﹤0.01%
45
400
$3K ﹤0.01%
17
14 15
16
17 18