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
176
$65K 0.03%
+465
177
$65K 0.03%
+739
178
$64K 0.03%
+595
179
$62K 0.03%
+214
180
$61K 0.03%
+773
181
$59K 0.03%
+1,400
182
$59K 0.03%
+107
183
$58K 0.03%
+405
184
$58K 0.03%
+1,184
185
$58K 0.03%
+1,215
186
$57K 0.03%
+410
187
$56K 0.03%
+922
188
$56K 0.03%
+780
189
$55K 0.03%
+345
190
$55K 0.03%
+1,350
191
$54K 0.03%
+893
192
$54K 0.03%
+353
193
$53K 0.03%
+650
194
$51K 0.03%
+50
195
$50K 0.02%
+1,100
196
$49K 0.02%
+3,317
197
$49K 0.02%
+500
198
$47K 0.02%
+315
199
$46K 0.02%
+205
200
$46K 0.02%
+600
6 7
8
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