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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.03%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$88K 0.04%
1,331
152
$87K 0.04%
1,150
+1,000
153
$86K 0.04%
281
154
$85K 0.04%
290
155
$84K 0.04%
4,026
156
$84K 0.04%
446
157
$83K 0.04%
+2,000
158
$83K 0.04%
719
-278
159
$82K 0.03%
1,043
-95
160
$82K 0.03%
179
161
$81K 0.03%
1,589
162
$81K 0.03%
595
163
$80K 0.03%
770
164
$80K 0.03%
874
-28
165
$79K 0.03%
1,305
-299
166
$78K 0.03%
469
167
$78K 0.03%
412
+59
168
$78K 0.03%
200
169
$77K 0.03%
+681
170
$76K 0.03%
1,290
-200
171
$74K 0.03%
214
172
$74K 0.03%
213
173
$73K 0.03%
850
174
$73K 0.03%
4,344
175
$71K 0.03%
600
5 6
7
8 9