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
426
$1K ﹤0.01%
100
-2,200
427
$1K ﹤0.01%
150
428
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38
429
$1K ﹤0.01%
50
+20
430
$1K ﹤0.01%
31
431
$1K ﹤0.01%
+93
432
$1K ﹤0.01%
49
433
$1K ﹤0.01%
304
434
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10
435
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5
436
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10
437
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438
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– –
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$0 ﹤0.01%
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$0 ﹤0.01%
10
16 17
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