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
201
$29K 0.02%
500
202
$29K 0.02%
94
203
$28K 0.02%
366
-87
204
$28K 0.02%
330
205
$27K 0.02%
191
206
$26K 0.02%
486
207
$26K 0.02%
330
208
$26K 0.02%
105
209
$25K 0.02%
564
+4
210
$25K 0.02%
+350
211
$25K 0.02%
125
212
$24K 0.01%
304
213
$24K 0.01%
108
214
$24K 0.01%
164
215
$24K 0.01%
499
216
$23K 0.01%
715
217
$23K 0.01%
120
218
$23K 0.01%
910
219
$22K 0.01%
107
220
$22K 0.01%
150
221
$22K 0.01%
216
222
$21K 0.01%
590
223
$21K 0.01%
87
224
$20K 0.01%
257
+1
225
$20K 0.01%
+50
7 8
9
10 11