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
151
$64K 0.04%
300
152
$64K 0.04%
825
153
$64K 0.04%
942
154
$64K 0.04%
610
155
$60K 0.04%
2,017
156
$59K 0.04%
847
-189
157
$59K 0.04%
4,344
158
$59K 0.04%
+3,200
159
$59K 0.04%
+174
160
$58K 0.04%
214
161
$58K 0.04%
1,128
162
$56K 0.03%
200
163
$55K 0.03%
179
164
$52K 0.03%
4,493
-1,820
165
$49K 0.03%
1,215
166
$48K 0.03%
231
-5
167
$47K 0.03%
462
+2
168
$47K 0.03%
301
-12
169
$47K 0.03%
396
170
$46K 0.03%
1,150
171
$46K 0.03%
213
172
$45K 0.03%
+5,700
173
$45K 0.03%
360
174
$45K 0.03%
319
+1
175
$44K 0.03%
2,725
5 6
7
8 9