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
126
$117K 0.06%
+983
127
$116K 0.06%
+1,588
128
$114K 0.06%
+695
129
$114K 0.06%
+1,552
130
$108K 0.05%
+5,000
131
$104K 0.05%
+1,938
132
$102K 0.05%
+807
133
$100K 0.05%
+950
134
$100K 0.05%
+1,200
135
$100K 0.05%
+2,700
136
$100K 0.05%
+1,358
137
$98K 0.05%
+1,175
138
$98K 0.05%
+1,448
139
$98K 0.05%
+1,717
140
$97K 0.05%
+515
141
$97K 0.05%
+1,331
142
$96K 0.05%
+1,387
143
$95K 0.05%
+575
144
$93K 0.05%
+334
145
$93K 0.05%
+830
146
$92K 0.05%
+1,032
147
$91K 0.04%
+720
148
$88K 0.04%
+1,490
149
$88K 0.04%
+494
150
$87K 0.04%
+810
4 5
6
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