WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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
+$126K
2
+$112K
3
+$97.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$80.8K
5
QLD icon
ProShares Ultra QQQ
QLD
+$76.1K

Top Sells

1
+$656K
2
+$135K
3
+$110K
4
VZ icon
Verizon
VZ
+$99.4K
5
INTC icon
Intel
INTC
+$97.1K

Sector Composition

1 Technology 27.34%
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
476
– –
-30
477
– –
-3
478
– –
-2,000
479
$0 ﹤0.01%
3
480
$0 ﹤0.01%
5
481
– –
-67
482
$0 ﹤0.01%
4
483
$0 ﹤0.01%
11
484
$0 ﹤0.01%
121
485
– –
-153
486
– –
-300
16 17 18 19
20