WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$5.94M
3
+$4.95M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.78M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.82%
2 Financials 13.89%
3 Industrials 10.45%
4 Consumer Discretionary 9.69%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.37%
+11,721
27
$1.13M 1.24%
+7,078
28
$1.1M 1.21%
+8,575
29
$1.08M 1.19%
+11,402
30
$1.04M 1.15%
+13,189
31
$1.03M 1.13%
+6,995
32
$1M 1.1%
+12,531
33
$953K 1.05%
+13,032
34
$904K 0.99%
+20,659
35
$857K 0.94%
+11,489
36
$843K 0.93%
+6,162
37
$801K 0.88%
+3,019
38
$787K 0.86%
+4,618
39
$759K 0.83%
+16,600
40
$751K 0.82%
+7,252
41
$561K 0.62%
+10,504
42
$464K 0.51%
+7,700
43
$449K 0.49%
+4,478
44
$428K 0.47%
+5,117
45
$391K 0.43%
+4,868
46
$360K 0.4%
+8,296
47
$358K 0.39%
+7,541
48
$353K 0.39%
+17,390
49
$335K 0.37%
+6,558
50
$324K 0.36%
+5,713
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