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
101
$120K 0.07%
1,250
102
$119K 0.07%
884
103
$119K 0.07%
1,527
104
$118K 0.07%
1,500
105
$113K 0.07%
2,534
+19
106
$112K 0.07%
992
-23
107
$106K 0.07%
653
+3
108
$105K 0.07%
1,344
109
$105K 0.07%
2,709
110
$103K 0.06%
801
+6
111
$103K 0.06%
950
112
$102K 0.06%
3,756
+55
113
$100K 0.06%
2,392
-100
114
$100K 0.06%
1,082
115
$100K 0.06%
983
116
$99K 0.06%
590
-39
117
$99K 0.06%
3,000
118
$98K 0.06%
367
119
$98K 0.06%
595
120
$98K 0.06%
1,025
-16
121
$97K 0.06%
+520
122
$96K 0.06%
2,235
123
$96K 0.06%
852
+6
124
$95K 0.06%
450
125
$93K 0.06%
513
+2
3 4
5
6 7