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
151
$70K 0.04%
1,448
152
$69K 0.04%
610
153
$68K 0.04%
850
154
$68K 0.04%
595
155
$67K 0.04%
942
+61
156
$67K 0.04%
484
157
$66K 0.04%
1,128
158
$65K 0.04%
730
159
$63K 0.04%
410
160
$62K 0.04%
214
161
$61K 0.04%
1,606
+316
162
$61K 0.04%
4,344
163
$58K 0.03%
179
164
$55K 0.03%
200
165
$53K 0.03%
460
+52
166
$52K 0.03%
1,150
167
$52K 0.03%
370
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168
$51K 0.03%
344
169
$51K 0.03%
1,215
170
$51K 0.03%
107
171
$50K 0.03%
318
172
$50K 0.03%
396
173
$49K 0.03%
236
-87
174
$48K 0.03%
313
175
$46K 0.03%
360
5 6
7
8 9