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
301
$7K ﹤0.01%
30
302
$7K ﹤0.01%
1,318
+64
303
$7K ﹤0.01%
117
304
$7K ﹤0.01%
622
+4
305
$7K ﹤0.01%
146
-22
306
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75
307
$7K ﹤0.01%
141
308
$7K ﹤0.01%
170
309
$7K ﹤0.01%
+700
310
$7K ﹤0.01%
115
311
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142
312
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150
+75
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$7K ﹤0.01%
44
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$7K ﹤0.01%
49
315
$6K ﹤0.01%
300
316
$6K ﹤0.01%
529
317
$6K ﹤0.01%
100
318
$6K ﹤0.01%
591
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$6K ﹤0.01%
62
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35
321
$6K ﹤0.01%
35
322
$6K ﹤0.01%
104
+1
323
$6K ﹤0.01%
+469
324
$6K ﹤0.01%
5
325
$6K ﹤0.01%
256