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
401
$3K ﹤0.01%
265
402
$3K ﹤0.01%
50
-17
403
$3K ﹤0.01%
33
-25
404
$3K ﹤0.01%
13
405
$3K ﹤0.01%
68
406
$3K ﹤0.01%
200
407
$3K ﹤0.01%
406
-283
408
$3K ﹤0.01%
10
409
$3K ﹤0.01%
10
410
$3K ﹤0.01%
10
411
$3K ﹤0.01%
170
412
$3K ﹤0.01%
+153
413
$2K ﹤0.01%
28
414
$2K ﹤0.01%
51
415
$2K ﹤0.01%
11
416
$2K ﹤0.01%
146
417
$2K ﹤0.01%
15
418
$2K ﹤0.01%
+150
419
$2K ﹤0.01%
100
420
$2K ﹤0.01%
12
421
$2K ﹤0.01%
121
422
$1K ﹤0.01%
16
423
$1K ﹤0.01%
15
424
$1K ﹤0.01%
31
425
$1K ﹤0.01%
5
15 16
17
18 19