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
176
$46K 0.03%
392
-8
177
$46K 0.03%
1,594
178
$45K 0.03%
140
179
$44K 0.03%
+2,725
180
$44K 0.03%
800
181
$43K 0.02%
600
182
$42K 0.02%
213
183
$41K 0.02%
145
184
$41K 0.02%
575
185
$40K 0.02%
650
186
$40K 0.02%
280
187
$39K 0.02%
2,001
+1,500
188
$39K 0.02%
345
189
$37K 0.02%
500
190
$36K 0.02%
153
191
$36K 0.02%
1,200
192
$35K 0.02%
+641
193
$35K 0.02%
+486
194
$35K 0.02%
475
195
$34K 0.02%
377
+173
196
$34K 0.02%
652
+2
197
$33K 0.02%
516
-257
198
$32K 0.02%
453
199
$32K 0.02%
94
200
$32K 0.02%
105
6 7
8
9 10