WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$5.94M
3 +$4.95M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.78M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.82%
2 Financials 13.89%
3 Industrials 10.45%
4 Consumer Discretionary 9.69%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.12M 8.91%
+30,837
2
$5.94M 6.52%
+141,584
3
$4.95M 5.43%
+68,400
4
$3.78M 4.15%
+48,191
5
$3.51M 3.85%
+27,098
6
$3.28M 3.61%
+10,016
7
$3.28M 3.6%
+29,825
8
$3.26M 3.57%
+562,440
9
$3.19M 3.5%
+61,480
10
$2.84M 3.12%
+8,409
11
$2.49M 2.73%
+26,275
12
$2.43M 2.66%
+50,762
13
$1.92M 2.1%
+7,610
14
$1.88M 2.07%
+30,232
15
$1.83M 2.01%
+35,168
16
$1.8M 1.98%
+7,933
17
$1.68M 1.84%
+805
18
$1.65M 1.81%
+38,343
19
$1.49M 1.63%
+16,020
20
$1.45M 1.59%
+13,267
21
$1.42M 1.56%
+2,625
22
$1.39M 1.53%
+15,259
23
$1.39M 1.52%
+41,235
24
$1.3M 1.42%
+13,037
25
$1.25M 1.37%
+5,840