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
$121M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$490K
2
+$485K
3
+$481K
4
LMT icon
Lockheed Martin
LMT
+$440K
5
PYPL icon
PayPal
PYPL
+$439K

Top Sells

1
+$345K
2
+$286K
3
+$226K
4
IBB icon
iShares Biotechnology ETF
IBB
+$206K
5
CTXS
Citrix Systems Inc
CTXS
+$202K

Sector Composition

1 Technology 22.54%
2 Communication Services 11.88%
3 Industrials 11.41%
4 Consumer Discretionary 10.9%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.54%
1,767
+1,174
52
$561K 0.46%
6,437
-1,999
53
$555K 0.46%
9,816
-1,120
54
$547K 0.45%
3,608
+2,057
55
$529K 0.44%
3,401
+9
56
$504K 0.42%
4,885
-357
57
$485K 0.4%
+17,373
58
$481K 0.4%
+4,766
59
$478K 0.39%
5,687
+10
60
$462K 0.38%
3,187
-40
61
$423K 0.35%
6,745
+22
62
$398K 0.33%
+7,080
63
$344K 0.28%
6,564
-2,082
64
$343K 0.28%
6,340
65
$338K 0.28%
+8,000
66
$330K 0.27%
2,513
+695
67
$327K 0.27%
4,019
-1,625
68
$323K 0.27%
5,507
+66
69
$321K 0.26%
1,610
+2
70
$312K 0.26%
1,555
-149
71
$309K 0.26%
10,664
72
$305K 0.25%
7,040
+8
73
$301K 0.25%
+17,944
74
$288K 0.24%
+2,503
75
$287K 0.24%
3,270
1 2
3
4