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
+$126K
2
+$112K
3
+$97.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$80.8K
5
QLD icon
ProShares Ultra QQQ
QLD
+$76.1K

Top Sells

1
+$656K
2
+$135K
3
+$110K
4
VZ icon
Verizon
VZ
+$99.4K
5
INTC icon
Intel
INTC
+$97.1K

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%
200
402
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75
403
$2K ﹤0.01%
15
404
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+21
405
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+125
406
$2K ﹤0.01%
10
407
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12
408
$2K ﹤0.01%
10
409
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212
410
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174
411
$2K ﹤0.01%
51
412
$2K ﹤0.01%
50
413
$1K ﹤0.01%
+79
414
$1K ﹤0.01%
111
415
$1K ﹤0.01%
129
416
$1K ﹤0.01%
+4
417
$1K ﹤0.01%
100
418
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11
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+45
420
$1K ﹤0.01%
9
421
$1K ﹤0.01%
10
422
$1K ﹤0.01%
100
-2,200
423
$1K ﹤0.01%
150
424
$1K ﹤0.01%
38
425
$1K ﹤0.01%
50
+20
15 16
17
18 19