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
251
$14K 0.01%
101
252
$14K 0.01%
104
253
$14K 0.01%
2,018
254
$14K 0.01%
41
255
$13K 0.01%
289
256
$13K 0.01%
230
257
$13K 0.01%
864
258
$12K 0.01%
+500
259
$12K 0.01%
45
260
$12K 0.01%
267
261
$12K 0.01%
500
262
$12K 0.01%
363
263
$12K 0.01%
155
264
$11K 0.01%
60
265
$11K 0.01%
105
+1
266
$11K 0.01%
70
267
$11K 0.01%
230
268
$11K 0.01%
44
-1
269
$11K 0.01%
23
270
$11K 0.01%
77
271
$11K 0.01%
396
272
$11K 0.01%
28
273
$11K 0.01%
39
274
$11K 0.01%
55
275
$11K 0.01%
30
9 10
11
12 13