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
51
$627K 0.36%
8,983
-728
52
$620K 0.36%
5,660
+1,280
53
$579K 0.33%
5,257
+5
54
$561K 0.32%
26,744
-8,939
55
$526K 0.3%
6,211
-68
56
$487K 0.28%
15,452
+94
57
$429K 0.25%
10,951
-310
58
$349K 0.2%
4,527
+316
59
$337K 0.19%
15,442
+14,442
60
$328K 0.19%
3,409
61
$326K 0.19%
3,815
62
$324K 0.19%
5,571
+57
63
$312K 0.18%
2,907
+127
64
$309K 0.18%
10,647
+30
65
$309K 0.18%
2,451
+185
66
$307K 0.18%
886
67
$296K 0.17%
1,816
68
$289K 0.17%
3,924
-435
69
$263K 0.15%
1,396
+4
70
$252K 0.15%
2,650
71
$242K 0.14%
3,035
72
$226K 0.13%
13,033
-906
73
$221K 0.13%
2,640
+4
74
$214K 0.12%
2,552
-376
75
$211K 0.12%
2,808
1 2
3
4 5