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
201
$46K 0.02%
+404
202
$44K 0.02%
+909
203
$43K 0.02%
+2,300
204
$43K 0.02%
+280
205
$41K 0.02%
+1,049
206
$41K 0.02%
+647
207
$40K 0.02%
+499
208
$39K 0.02%
+2,300
209
$38K 0.02%
+153
210
$38K 0.02%
+228
211
$38K 0.02%
+1,550
212
$38K 0.02%
+105
213
$38K 0.02%
+575
214
$38K 0.02%
+800
215
$37K 0.02%
+453
216
$36K 0.02%
+446
217
$36K 0.02%
+475
218
$35K 0.02%
+191
219
$35K 0.02%
+171
220
$35K 0.02%
+500
221
$35K 0.02%
+98
222
$35K 0.02%
+335
223
$34K 0.02%
+641
224
$34K 0.02%
+330
225
$34K 0.02%
+1,447
7 8
9
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