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
351
$4K ﹤0.01%
41
352
$4K ﹤0.01%
+67
353
$4K ﹤0.01%
17
354
$4K ﹤0.01%
122
355
$4K ﹤0.01%
170
356
$4K ﹤0.01%
134
357
$4K ﹤0.01%
+186
358
$4K ﹤0.01%
33
359
$4K ﹤0.01%
+106
360
$4K ﹤0.01%
+98
361
$4K ﹤0.01%
16
362
$3K ﹤0.01%
14
363
$3K ﹤0.01%
265
364
$3K ﹤0.01%
68
365
$3K ﹤0.01%
51
366
$3K ﹤0.01%
50
367
$3K ﹤0.01%
288
368
$3K ﹤0.01%
174
369
$3K ﹤0.01%
+138
370
$3K ﹤0.01%
200
371
$3K ﹤0.01%
75
372
$3K ﹤0.01%
110
373
$3K ﹤0.01%
120
+69
374
$3K ﹤0.01%
100
375
$3K ﹤0.01%
+25
13 14
15
16 17