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
$173M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$315K
3
+$234K
4
UNH icon
UnitedHealth
UNH
+$166K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$140K

Top Sells

1
+$388K
2
+$188K
3
+$176K
4
MSFT icon
Microsoft
MSFT
+$140K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$115K

Sector Composition

1 Technology 27.72%
2 Healthcare 12.7%
3 Communication Services 10.95%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
1,447
227
$20K 0.01%
256
228
$20K 0.01%
864
229
$20K 0.01%
87
230
$20K 0.01%
255
231
$19K 0.01%
127
232
$19K 0.01%
122
233
$19K 0.01%
2,300
234
$19K 0.01%
+150
235
$19K 0.01%
106
236
$18K 0.01%
332
237
$18K 0.01%
170
238
$17K 0.01%
200
239
$17K 0.01%
239
240
$16K 0.01%
180
241
$16K 0.01%
170
242
$16K 0.01%
134
243
$16K 0.01%
56
244
$16K 0.01%
150
+50
245
$15K 0.01%
751
246
$15K 0.01%
64
247
$15K 0.01%
81
248
$15K 0.01%
50
249
$15K 0.01%
63
250
$14K 0.01%
320
8 9
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