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
26
$1.61M 0.93%
5,102
-7
27
$1.6M 0.93%
20,194
28
$1.55M 0.9%
10,355
-50
29
$1.54M 0.89%
14,176
-57
30
$1.51M 0.87%
15,995
+97
31
$1.47M 0.85%
23,425
+160
32
$1.46M 0.84%
34,232
+277
33
$1.44M 0.83%
3,933
+1
34
$1.42M 0.82%
15,610
-30
35
$1.3M 0.75%
7,899
-43
36
$1.27M 0.73%
40,670
+2,447
37
$1.15M 0.66%
5,370
-13
38
$1.14M 0.66%
2,095
-4
39
$978K 0.57%
9,615
-81
40
$964K 0.56%
9,436
+343
41
$950K 0.55%
24,207
+279
42
$940K 0.54%
1,544
-19
43
$922K 0.53%
2,844
-1
44
$865K 0.5%
2,013
+50
45
$833K 0.48%
3,966
-88
46
$717K 0.41%
4,499
47
$706K 0.41%
404
-8
48
$699K 0.4%
39,950
-2,640
49
$642K 0.37%
1,340
+25
50
$640K 0.37%
4,424
+207
1
2
3 4 5