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
401
$1K ﹤0.01%
28
402
$1K ﹤0.01%
16
403
$1K ﹤0.01%
+25
404
$1K ﹤0.01%
+15
405
$1K ﹤0.01%
15
406
$1K ﹤0.01%
+30
407
$1K ﹤0.01%
100
408
$1K ﹤0.01%
11
409
$1K ﹤0.01%
9
410
$1K ﹤0.01%
10
411
$1K ﹤0.01%
30
412
$1K ﹤0.01%
12
413
$1K ﹤0.01%
+304
414
$1K ﹤0.01%
10
415
$1K ﹤0.01%
5
416
$1K ﹤0.01%
10
417
$1K ﹤0.01%
5
418
$1K ﹤0.01%
5
419
$1K ﹤0.01%
21
420
$1K ﹤0.01%
300
421
– –
-600
422
– –
-496
423
$0 ﹤0.01%
50
424
– –
-1,000
425
– –
-902
15 16
17
18 19