WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
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
+$635K
2
+$292K
3
+$291K
4
UNH icon
UnitedHealth
UNH
+$162K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$151K

Top Sells

1
+$430K
2
+$202K
3
+$178K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$176K
5
MSFT icon
Microsoft
MSFT
+$148K

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
351
$4K ﹤0.01%
181
352
$4K ﹤0.01%
36
353
$4K ﹤0.01%
329
354
$4K ﹤0.01%
13
355
$4K ﹤0.01%
+186
356
$4K ﹤0.01%
33
357
$4K ﹤0.01%
+106
358
$4K ﹤0.01%
16
359
$4K ﹤0.01%
122
360
$4K ﹤0.01%
170
361
$4K ﹤0.01%
134
362
$3K ﹤0.01%
14
363
$3K ﹤0.01%
265
364
$3K ﹤0.01%
51
365
$3K ﹤0.01%
50
366
$3K ﹤0.01%
288
367
$3K ﹤0.01%
174
368
$3K ﹤0.01%
68
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