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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.03%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.96%
3,980
+182
27
$2.17M 0.92%
34,226
+1,462
28
$2.11M 0.9%
11,172
+1,069
29
$2.1M 0.9%
8,281
+117
30
$2.1M 0.9%
12,112
+270
31
$2.01M 0.86%
14,286
+398
32
$1.95M 0.83%
43,801
+1,807
33
$1.94M 0.83%
10,853
-214
34
$1.94M 0.82%
5,384
+435
35
$1.84M 0.78%
6,860
-104
36
$1.57M 0.67%
9,420
+717
37
$1.46M 0.62%
2,193
+216
38
$1.45M 0.62%
1,586
-10
39
$1.39M 0.59%
5,527
+41
40
$1.37M 0.58%
23,181
+511
41
$1.35M 0.57%
20,270
+1,320
42
$1.27M 0.54%
25,188
+1,332
43
$1.26M 0.54%
20,585
+412
44
$1.23M 0.52%
16,082
+471
45
$1.12M 0.48%
10,013
-680
46
$1.1M 0.47%
4,444
+14
47
$1.02M 0.43%
425
-8
48
$952K 0.41%
6,580
-140
49
$845K 0.36%
3,058
+548
50
$738K 0.31%
1,299
+50
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