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
51
$320K 0.35%
+1,797
52
$317K 0.35%
+10,586
53
$309K 0.34%
+4,389
54
$303K 0.33%
+1,404
55
$286K 0.31%
+3,085
56
$282K 0.31%
+4,452
57
$274K 0.3%
+2,325
58
$266K 0.29%
+6,583
59
$265K 0.29%
+3,400
60
$260K 0.29%
+21,121
61
$247K 0.27%
+4,903
62
$245K 0.27%
+4,740
63
$240K 0.26%
+2,803
64
$239K 0.26%
+3,158
65
$236K 0.26%
+7,892
66
$235K 0.26%
+4,167
67
$226K 0.25%
+3,315
68
$225K 0.25%
+3,725
69
$224K 0.25%
+2,235
70
$143K 0.16%
+5,625
71
$141K 0.15%
+25,250
72
$14K 0.02%
+10,175
1 2
3