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
$169M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$693K
3
+$572K
4
TMUS icon
T-Mobile US
TMUS
+$553K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$419K

Top Sells

1
+$838K
2
+$657K
3
+$640K
4
XOM icon
Exxon Mobil
XOM
+$618K
5
ACN icon
Accenture
ACN
+$596K

Sector Composition

1 Technology 29.23%
2 Communication Services 14.22%
3 Consumer Discretionary 13.34%
4 Healthcare 9.47%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$609K 0.36%
16,904
-573
52
$594K 0.35%
6,780
53
$573K 0.34%
4,499
54
$572K 0.34%
+3,752
55
$553K 0.33%
+4,104
56
$483K 0.29%
6,996
-56
57
$458K 0.27%
6,170
-348
58
$454K 0.27%
2,314
+6
59
$422K 0.25%
4,269
-273
60
$419K 0.25%
+4,803
61
$414K 0.24%
16,132
-12,020
62
$376K 0.22%
9,120
-14,996
63
$368K 0.22%
5,939
-518
64
$333K 0.2%
2,773
-100
65
$318K 0.19%
1,635
-8
66
$317K 0.19%
10,494
+27
67
$312K 0.18%
1,500
-500
68
$296K 0.17%
2,391
69
$289K 0.17%
1,215
-27
70
$287K 0.17%
3,971
-933
71
$284K 0.17%
3,107
+137
72
$282K 0.17%
3,272
+164
73
$269K 0.16%
3,036
+11
74
$260K 0.15%
1,780
-73
75
$259K 0.15%
+1,425
1 2
3
4