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
276
$11K 0.01%
175
277
$10K 0.01%
503
278
$10K 0.01%
689
+17
279
$10K 0.01%
1,006
280
$10K 0.01%
135
281
$10K 0.01%
504
282
$9K 0.01%
30
283
$9K 0.01%
40
284
$9K 0.01%
75
285
$9K 0.01%
260
286
$9K 0.01%
34
287
$9K 0.01%
142
288
$9K 0.01%
501
289
$9K 0.01%
86
290
$9K 0.01%
130
291
$9K 0.01%
168
292
$9K 0.01%
123
293
$8K ﹤0.01%
64
294
$8K ﹤0.01%
229
295
$8K ﹤0.01%
106
+30
296
$8K ﹤0.01%
92
297
$8K ﹤0.01%
140
298
$8K ﹤0.01%
150
299
$8K ﹤0.01%
112
300
$7K ﹤0.01%
100
10 11
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