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
$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
QLD icon
ProShares Ultra QQQ
QLD
+$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 27.35%
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
376
$4K ﹤0.01%
1,215
-103
377
$4K ﹤0.01%
24
378
$4K ﹤0.01%
276
379
$4K ﹤0.01%
134
380
$3K ﹤0.01%
+75
381
$3K ﹤0.01%
31
382
$3K ﹤0.01%
14
383
$3K ﹤0.01%
50
384
$3K ﹤0.01%
329
385
$3K ﹤0.01%
110
386
$3K ﹤0.01%
+25
387
$3K ﹤0.01%
100
388
$3K ﹤0.01%
25
389
$3K ﹤0.01%
45
390
$3K ﹤0.01%
122
391
$3K ﹤0.01%
170
392
$3K ﹤0.01%
+125
393
$2K ﹤0.01%
174
394
$2K ﹤0.01%
265
395
$2K ﹤0.01%
51
396
$2K ﹤0.01%
51
397
$2K ﹤0.01%
50
398
$2K ﹤0.01%
15
399
$2K ﹤0.01%
13
400
$2K ﹤0.01%
31
14 15
16
17 18