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
$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
401
$3K ﹤0.01%
+112
402
$3K ﹤0.01%
+150
403
$2K ﹤0.01%
+50
404
$2K ﹤0.01%
+51
405
$2K ﹤0.01%
+22
406
$2K ﹤0.01%
+11
407
$2K ﹤0.01%
+10
408
$2K ﹤0.01%
+5
409
$2K ﹤0.01%
+26
410
$2K ﹤0.01%
+15
411
$2K ﹤0.01%
+10
412
$2K ﹤0.01%
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$2K ﹤0.01%
+5
415
$2K ﹤0.01%
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416
$1K ﹤0.01%
+15
417
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+9
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+50
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+10
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+4
423
$1K ﹤0.01%
+21
424
$1K ﹤0.01%
+12
425
$1K ﹤0.01%
+5
15 16
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