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
326
$6K ﹤0.01%
+469
327
$5K ﹤0.01%
125
328
$5K ﹤0.01%
212
329
$5K ﹤0.01%
600
330
$5K ﹤0.01%
40
331
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49
332
$5K ﹤0.01%
423
333
$5K ﹤0.01%
111
334
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43
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$5K ﹤0.01%
270
336
$5K ﹤0.01%
40
337
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190
342
$5K ﹤0.01%
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$4K ﹤0.01%
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347
$4K ﹤0.01%
181
348
$4K ﹤0.01%
36
349
$4K ﹤0.01%
329
350
$4K ﹤0.01%
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