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
+$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
376
$3K ﹤0.01%
120
+69
377
$3K ﹤0.01%
100
378
$3K ﹤0.01%
+25
379
$3K ﹤0.01%
+171
380
$2K ﹤0.01%
10
381
$2K ﹤0.01%
+40
382
$2K ﹤0.01%
51
383
$2K ﹤0.01%
50
+18
384
$2K ﹤0.01%
+34
385
$2K ﹤0.01%
49
386
$2K ﹤0.01%
10
387
$2K ﹤0.01%
12
388
$2K ﹤0.01%
13
389
$2K ﹤0.01%
31
390
$2K ﹤0.01%
20
+10
391
$2K ﹤0.01%
+50
392
$2K ﹤0.01%
15
393
$1K ﹤0.01%
+111
394
$1K ﹤0.01%
129
395
$1K ﹤0.01%
28
396
$1K ﹤0.01%
16
397
$1K ﹤0.01%
+25
398
$1K ﹤0.01%
15
399
$1K ﹤0.01%
+30
400
$1K ﹤0.01%
10
14 15
16
17 18