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
26
$1.49M 0.92%
10,356
+1
27
$1.42M 0.88%
20,194
28
$1.4M 0.87%
4,929
-173
29
$1.38M 0.86%
16,038
+428
30
$1.38M 0.85%
14,213
+37
31
$1.35M 0.84%
33,877
-355
32
$1.34M 0.83%
23,907
+482
33
$1.2M 0.75%
39,825
-845
34
$1.2M 0.75%
46,548
-2,849
35
$1.14M 0.71%
7,956
+57
36
$1.08M 0.67%
3,914
-19
37
$1.05M 0.65%
5,396
+26
38
$1.04M 0.65%
2,053
-42
39
$934K 0.58%
2,889
+45
40
$900K 0.56%
3,980
+14
41
$896K 0.56%
9,447
-168
42
$888K 0.55%
37,730
-2,220
43
$853K 0.53%
1,550
+6
44
$778K 0.48%
2,013
45
$776K 0.48%
9,334
-102
46
$765K 0.48%
4,339
-160
47
$744K 0.46%
8,640
-343
48
$708K 0.44%
24,133
-74
49
$664K 0.41%
404
50
$662K 0.41%
1,401
+61
1
2
3 4 5