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
$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
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$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 27.34%
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
401
$2K ﹤0.01%
51
402
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20
403
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200
404
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75
405
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10
406
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10
407
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408
$2K ﹤0.01%
174
409
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12
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15
411
$2K ﹤0.01%
+21
412
$2K ﹤0.01%
+125
413
$1K ﹤0.01%
+79
414
$1K ﹤0.01%
+4
415
$1K ﹤0.01%
100
416
$1K ﹤0.01%
11
417
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+45
418
$1K ﹤0.01%
9
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10
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100
-2,200
421
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150
422
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38
423
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50
+20
424
$1K ﹤0.01%
31
425
$1K ﹤0.01%
49
15 16
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18 19