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
126
$89K 0.06%
382
127
$89K 0.06%
619
128
$89K 0.06%
1,210
129
$87K 0.05%
3,114
130
$86K 0.05%
320
+175
131
$83K 0.05%
584
+100
132
$80K 0.05%
646
+46
133
$80K 0.05%
2,341
134
$78K 0.05%
585
-74
135
$77K 0.05%
1,172
136
$77K 0.05%
1,448
137
$75K 0.05%
900
138
$73K 0.05%
1,331
139
$72K 0.04%
893
-39
140
$72K 0.04%
1,407
141
$71K 0.04%
1,151
+2
142
$71K 0.04%
6,317
143
$70K 0.04%
2,232
144
$69K 0.04%
1,717
145
$68K 0.04%
730
146
$68K 0.04%
321
147
$67K 0.04%
430
148
$67K 0.04%
595
149
$66K 0.04%
410
150
$65K 0.04%
1,300
-31
4 5
6
7 8