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
$203M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$197K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$193K

Top Sells

1
+$173K
2
+$131K
3
+$122K
4
COST icon
Costco
COST
+$106K
5
VZ icon
Verizon
VZ
+$70.8K

Sector Composition

1 Technology 28.34%
2 Communication Services 13.58%
3 Consumer Discretionary 12.14%
4 Financials 9.62%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.13%
1,905
-20
77
$264K 0.13%
2,614
-2
78
$264K 0.13%
1,785
-222
79
$260K 0.13%
1,066
+1
80
$252K 0.12%
9,120
+460
81
$237K 0.12%
13,939
-51
82
$235K 0.12%
884
+1
83
$224K 0.11%
4,282
84
$220K 0.11%
2,491
+2
85
$219K 0.11%
2,272
86
$217K 0.11%
1,919
+1
87
$200K 0.1%
+1,355
88
$199K 0.1%
1,109
-26
89
$197K 0.1%
+2,657
90
$196K 0.1%
+1,742
91
$190K 0.09%
+2,650
92
$186K 0.09%
+2,808
93
$185K 0.09%
+4,219
94
$184K 0.09%
+3,616
95
$183K 0.09%
2,582
-285
96
$180K 0.09%
+2,192
97
$178K 0.09%
+504
98
$176K 0.09%
+3,002
99
$175K 0.09%
+561
100
$174K 0.09%
+794
2 3
4
5 6