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
$169M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$693K
3
+$572K
4
TMUS icon
T-Mobile US
TMUS
+$553K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$419K

Top Sells

1
+$838K
2
+$657K
3
+$640K
4
XOM icon
Exxon Mobil
XOM
+$618K
5
ACN icon
Accenture
ACN
+$596K

Sector Composition

1 Technology 29.23%
2 Communication Services 14.22%
3 Consumer Discretionary 13.34%
4 Healthcare 9.47%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.16%
53,456
-1,806
27
$1.93M 1.14%
8,688
+24
28
$1.88M 1.11%
3,755
+137
29
$1.76M 1.04%
4,942
+88
30
$1.76M 1.04%
+7,485
31
$1.71M 1.01%
11,552
+213
32
$1.67M 0.99%
11,731
-839
33
$1.48M 0.87%
33,015
-6,146
34
$1.47M 0.87%
13,411
+269
35
$1.42M 0.84%
18,145
+636
36
$1.22M 0.72%
22,284
+711
37
$1.21M 0.72%
5,833
-381
38
$1.17M 0.69%
22,371
+1,415
39
$1.17M 0.69%
1,618
+4
40
$1.15M 0.68%
3,040
+273
41
$1.14M 0.68%
8,077
+450
42
$1.05M 0.62%
34,704
-8,617
43
$978K 0.58%
439
-16
44
$947K 0.56%
2,033
+155
45
$839K 0.5%
2,364
-1,097
46
$791K 0.47%
8,644
+135
47
$770K 0.46%
4,373
-435
48
$762K 0.45%
35,087
-38,586
49
$732K 0.43%
6,622
-2,017
50
$693K 0.41%
+15,840
1
2
3 4