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
451
– –
-96
452
$0 ﹤0.01%
10
453
$0 ﹤0.01%
3
454
$0 ﹤0.01%
3
455
$0 ﹤0.01%
26
456
$0 ﹤0.01%
21
457
– –
-600
458
– –
-1,938
459
$0 ﹤0.01%
5
460
$0 ﹤0.01%
100
461
– –
-1,032
462
– –
-3,000
463
$0 ﹤0.01%
4
464
$0 ﹤0.01%
1
465
$0 ﹤0.01%
11
466
$0 ﹤0.01%
6
467
$0 ﹤0.01%
121
468
– –
-3,000
469
$0 ﹤0.01%
12
470
– –
-100
471
– –
-21
472
– –
-522
15 16 17 18
19