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WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$254K
3
+$249K
4
VT icon
Vanguard Total World Stock ETF
VT
+$247K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$218K

Top Sells

1
+$237K
2
+$205K
3
+$152K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$94.3K
5
PG icon
Procter & Gamble
PG
+$92.2K

Sector Composition

1 Technology 12.72%
2 Healthcare 8.33%
3 Industrials 7.3%
4 Consumer Staples 4.81%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLE icon
26
State Street Energy Select Sector SPDR ETF
XLE
$36.5B
$1.55M 1.03%
25,302
+100
PG icon
27
Procter & Gamble
PG
$350B
$1.51M 1%
10,456
-608
XLB icon
28
State Street Materials Select Sector SPDR ETF
XLB
$8B
$1.51M 1%
30,134
+150
CMI icon
29
Cummins
CMI
$98.9B
$1.48M 0.99%
2,760
-28
ITW icon
30
Illinois Tool Works
ITW
$76B
$1.46M 0.97%
5,620
SCHW
31
Charles Schwab
SCHW
$159B
$1.43M 0.95%
15,235
-15
COST icon
32
Costco
COST
$422B
$1.31M 0.87%
1,310
SCHF icon
33
Schwab International Equity ETF
SCHF
$67.4B
$1.27M 0.84%
51,438
+450
HON icon
34
Honeywell
HON
$145B
$1.24M 0.82%
5,478
ABBV icon
35
AbbVie
ABBV
$382B
$1.21M 0.81%
5,580
CSCO icon
36
Cisco
CSCO
$471B
$1.16M 0.77%
14,896
SCHA icon
37
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$1.16M 0.77%
39,740
-598
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.48T
$1.15M 0.76%
4,003
+65
AMZN icon
39
Amazon
AMZN
$2.63T
$1.13M 0.75%
5,446
+10
ABT icon
40
Abbott
ABT
$154B
$1.1M 0.73%
10,709
AMGN icon
41
Amgen
AMGN
$182B
$976K 0.65%
2,773
VGT icon
42
Vanguard Information Technology ETF
VGT
$146B
$959K 0.64%
11,000
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$940K 0.62%
1,446
-9
TRV icon
44
Travelers Companies
TRV
$65.5B
$901K 0.6%
3,088
WFC icon
45
Wells Fargo
WFC
$252B
$883K 0.59%
11,095
+100
XLF icon
46
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$875K 0.58%
17,725
+500
ANGL icon
47
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$872K 0.58%
30,350
-50
DUK icon
48
Duke Energy
DUK
$96.6B
$824K 0.55%
6,291
GS icon
49
Goldman Sachs
GS
$323B
$819K 0.54%
968
+8
QQQ icon
50
Invesco QQQ Trust
QQQ
$489B
$778K 0.52%
1,348
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