WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.65M
3
+$4.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.14%
2 Healthcare 12.32%
3 Consumer Staples 7.13%
4 Industrials 6.61%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.19%
+9,365
27
$1.32M 1.19%
+6,371
28
$1.32M 1.19%
+6,313
29
$1.24M 1.12%
+2,467
30
$1.21M 1.09%
+5,665
31
$1.1M 0.99%
+9,394
32
$1.08M 0.97%
+55,560
33
$1.03M 0.93%
+6,561
34
$1.03M 0.93%
+10,002
35
$1.02M 0.92%
+21,216
36
$1.01M 0.91%
+15,881
37
$1M 0.9%
+39,228
38
$926K 0.83%
+11,789
39
$920K 0.83%
+5,520
40
$909K 0.82%
+17,491
41
$900K 0.81%
+8,584
42
$883K 0.8%
+5,644
43
$883K 0.8%
+6,000
44
$868K 0.78%
+12,879
45
$843K 0.76%
+6,225
46
$837K 0.75%
+7,708
47
$820K 0.74%
+3,645
48
$777K 0.7%
+1,636
49
$769K 0.69%
+3,050
50
$767K 0.69%
+5,300
1
2
3 4 5