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
76
$264K 0.11%
886
+1
77
$251K 0.11%
1,690
-71
78
$245K 0.1%
13,939
79
$244K 0.1%
1,139
-164
80
$241K 0.1%
2,496
+2
81
$238K 0.1%
2,180
+568
82
$226K 0.1%
2,650
83
$215K 0.09%
7,990
+470
84
$212K 0.09%
1,355
85
$207K 0.09%
918
-16
86
$203K 0.09%
1,773
-147
87
$202K 0.09%
487
+245
88
$202K 0.09%
5,352
89
$202K 0.09%
+2,657
90
$189K 0.08%
4,236
+12
91
$187K 0.08%
1,078
+1
92
$186K 0.08%
2,808
-198
93
$183K 0.08%
3,272
-800
94
$183K 0.08%
999
-18
95
$180K 0.08%
7,086
-7,072
96
$180K 0.08%
2,624
97
$178K 0.08%
1,057
98
$175K 0.07%
3,445
-170
99
$174K 0.07%
5,000
100
$173K 0.07%
864
2 3
4
5 6