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 Trust iShares 0-1 Year 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
201
$48K 0.02%
280
202
$47K 0.02%
649
+1
203
$46K 0.02%
153
204
$45K 0.02%
500
205
$44K 0.02%
809
-100
206
$44K 0.02%
+1,000
207
$43K 0.02%
191
208
$43K 0.02%
1,550
209
$40K 0.02%
171
210
$40K 0.02%
475
211
$40K 0.02%
345
212
$39K 0.02%
500
213
$39K 0.02%
98
214
$39K 0.02%
575
215
$39K 0.02%
499
216
$38K 0.02%
228
217
$38K 0.02%
80
218
$38K 0.02%
164
+100
219
$38K 0.02%
330
220
$37K 0.02%
641
221
$37K 0.02%
+1,200
222
$37K 0.02%
300
223
$35K 0.01%
+2,000
224
$35K 0.01%
267
225
$35K 0.01%
335
7 8
9
10 11