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
126
$92K 0.05%
2,709
127
$89K 0.05%
3,114
-540
128
$89K 0.05%
900
129
$89K 0.05%
659
130
$89K 0.05%
2,017
131
$85K 0.05%
2,232
-75
132
$85K 0.05%
+6,313
133
$84K 0.05%
2,341
134
$83K 0.05%
1,036
+2
135
$83K 0.05%
1,331
136
$80K 0.05%
1,407
+23
137
$79K 0.05%
1,717
138
$78K 0.05%
1,436
+36
139
$78K 0.05%
1,288
+2
140
$78K 0.05%
1,172
141
$77K 0.04%
300
142
$77K 0.04%
3,000
+2,000
143
$76K 0.04%
600
144
$72K 0.04%
932
+39
145
$72K 0.04%
430
146
$72K 0.04%
825
147
$71K 0.04%
1,149
+1
148
$70K 0.04%
6,317
149
$70K 0.04%
321
+40
150
$70K 0.04%
1,331
+31
4 5
6
7 8