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
151
$87K 0.04%
+4,026
152
$86K 0.04%
+1,418
153
$86K 0.04%
+446
154
$83K 0.04%
+1,135
155
$83K 0.04%
+1,331
156
$82K 0.04%
+830
157
$82K 0.04%
+288
158
$80K 0.04%
+504
159
$78K 0.04%
+600
160
$78K 0.04%
+290
161
$78K 0.04%
+629
162
$77K 0.04%
+2,709
163
$76K 0.04%
+200
164
$76K 0.04%
+281
165
$74K 0.04%
+902
166
$74K 0.04%
+4,344
167
$74K 0.04%
+1,594
168
$73K 0.04%
+200
169
$72K 0.04%
+469
170
$71K 0.03%
+179
171
$70K 0.03%
+1,400
172
$69K 0.03%
+850
173
$68K 0.03%
+2,725
174
$67K 0.03%
+825
175
$66K 0.03%
+1,150
5 6
7
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