WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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 27.71%
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%
141
302
$7K ﹤0.01%
170
303
$7K ﹤0.01%
+700
304
$7K ﹤0.01%
115
305
$7K ﹤0.01%
142
306
$7K ﹤0.01%
150
+75
307
$7K ﹤0.01%
44
308
$7K ﹤0.01%
49
309
$7K ﹤0.01%
100
310
$7K ﹤0.01%
30
311
$7K ﹤0.01%
1,318
+64
312
$7K ﹤0.01%
117
313
$7K ﹤0.01%
622
+4
314
$7K ﹤0.01%
146
-22
315
$6K ﹤0.01%
300
316
$6K ﹤0.01%
529
317
$6K ﹤0.01%
100
318
$6K ﹤0.01%
591
319
$6K ﹤0.01%
62
320
$6K ﹤0.01%
35
321
$6K ﹤0.01%
35
322
$6K ﹤0.01%
5
323
$6K ﹤0.01%
256
324
$6K ﹤0.01%
206
325
$6K ﹤0.01%
104
+1