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
176
$44K 0.03%
376
-16
177
$44K 0.03%
370
178
$42K 0.03%
140
179
$41K 0.03%
313
-31
180
$41K 0.03%
1,290
-316
181
$41K 0.03%
1,400
-36
182
$40K 0.02%
600
183
$40K 0.02%
107
184
$40K 0.02%
650
185
$39K 0.02%
153
186
$39K 0.02%
550
-300
187
$39K 0.02%
500
188
$39K 0.02%
800
189
$38K 0.02%
280
190
$37K 0.02%
352
191
$37K 0.02%
2,001
192
$37K 0.02%
1,594
193
$37K 0.02%
575
194
$37K 0.02%
345
195
$36K 0.02%
641
196
$35K 0.02%
1,200
197
$34K 0.02%
475
198
$33K 0.02%
653
+1
199
$32K 0.02%
425
+125
200
$30K 0.02%
377
6 7
8
9 10