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
76
$203K 0.13%
2,557
+5
77
$196K 0.12%
1,216
+65
78
$187K 0.12%
1,455
+100
79
$187K 0.12%
890
+1
80
$183K 0.11%
2,910
+11
81
$178K 0.11%
2,503
+3
82
$176K 0.11%
1,064
+3
83
$175K 0.11%
765
+59
84
$174K 0.11%
3,463
+12
85
$172K 0.11%
7,128
+26
86
$161K 0.1%
2,022
87
$158K 0.1%
613
-106
88
$158K 0.1%
5,000
89
$154K 0.1%
1,761
+2
90
$152K 0.09%
1,019
+100
91
$146K 0.09%
2,531
+1,243
92
$144K 0.09%
1,057
93
$137K 0.09%
1,589
94
$135K 0.08%
6,070
-1,800
95
$132K 0.08%
5,292
96
$130K 0.08%
389
-43
97
$130K 0.08%
2,955
+910
98
$128K 0.08%
2,909
-38
99
$126K 0.08%
1,604
+50
100
$121K 0.08%
807
-17
2 3
4
5 6