WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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
+$635K
2
+$292K
3
+$291K
4
UNH icon
UnitedHealth
UNH
+$162K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$151K

Top Sells

1
+$430K
2
+$202K
3
+$178K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$176K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 27.71%
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
201
$31K 0.02%
+352
202
$31K 0.02%
275
203
$30K 0.02%
330
204
$30K 0.02%
500
205
$28K 0.02%
191
206
$27K 0.02%
304
207
$27K 0.02%
269
-135
208
$27K 0.02%
910
209
$27K 0.02%
499
210
$26K 0.02%
560
+3
211
$26K 0.02%
107
212
$25K 0.01%
330
-500
213
$25K 0.01%
125
214
$24K 0.01%
715
215
$23K 0.01%
108
216
$23K 0.01%
164
217
$22K 0.01%
300
218
$22K 0.01%
335
219
$22K 0.01%
216
220
$21K 0.01%
294
-52
221
$21K 0.01%
125
222
$21K 0.01%
2,171
223
$21K 0.01%
590
+100
224
$21K 0.01%
230
225
$21K 0.01%
152
-76
7 8
9
10 11