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
$161M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$113K
2
+$97K
3
+$90.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.7K
5
QLD icon
ProShares Ultra QQQ
QLD
+$59K

Top Sells

1
+$623K
2
+$113K
3
+$110K
4
VZ icon
Verizon
VZ
+$84.8K
5
INTC icon
Intel
INTC
+$73.4K

Sector Composition

1 Technology 27.35%
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
51
$654K 0.41%
4,555
+131
52
$580K 0.36%
5,275
+18
53
$556K 0.35%
5,786
+126
54
$452K 0.28%
15,558
+106
55
$441K 0.27%
6,230
+19
56
$414K 0.26%
10,302
-649
57
$362K 0.23%
15,442
58
$337K 0.21%
5,522
-49
59
$322K 0.2%
4,535
+8
60
$320K 0.2%
2,401
-50
61
$305K 0.19%
1,780
-36
62
$297K 0.18%
3,657
-158
63
$297K 0.18%
19,351
-7,393
64
$284K 0.18%
10,674
+27
65
$281K 0.17%
1,247
+401
66
$281K 0.17%
856
-30
67
$279K 0.17%
3,409
68
$270K 0.17%
2,907
69
$264K 0.16%
3,699
-225
70
$251K 0.16%
1,401
+5
71
$227K 0.14%
2,650
72
$227K 0.14%
3,035
73
$212K 0.13%
2,646
+6
74
$211K 0.13%
2,808
75
$207K 0.13%
13,033
1 2
3
4 5