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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.03%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.3%
2,012
-153
52
$691K 0.29%
4,499
53
$659K 0.28%
35,477
-3,491
54
$588K 0.25%
12,250
+697
55
$580K 0.25%
5,252
-1,037
56
$577K 0.25%
15,485
+179
57
$497K 0.21%
6,321
+20
58
$481K 0.2%
4,097
+567
59
$480K 0.2%
5,508
+4
60
$418K 0.18%
1,881
-172
61
$417K 0.18%
2,411
-362
62
$410K 0.17%
1,697
+69
63
$398K 0.17%
10,592
+22
64
$379K 0.16%
4,359
-825
65
$375K 0.16%
4,195
-29
66
$350K 0.15%
3,268
-216
67
$323K 0.14%
1,905
68
$315K 0.13%
3,698
+6
69
$312K 0.13%
3,214
70
$309K 0.13%
2,941
-166
71
$304K 0.13%
2,632
+117
72
$293K 0.12%
3,409
-386
73
$281K 0.12%
4,503
-68
74
$280K 0.12%
+640
75
$272K 0.12%
1,503
+1,500
1 2
3
4 5