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
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$211K
3
+$153K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$148K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$144K

Top Sells

1
+$79.6K
2
+$45.3K
3
+$37.1K
4
VT icon
Vanguard Total World Stock ETF
VT
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$33.9K

Sector Composition

1 Technology 14.21%
2 Healthcare 13.44%
3 Consumer Staples 7.31%
4 Industrials 7.06%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.09%
2,514
-40
27
$1.17M 1.05%
5,165
-25
28
$1.13M 1.02%
63,600
+12
29
$1.1M 0.99%
14,364
-320
30
$1.09M 0.98%
26,806
-500
31
$1.06M 0.96%
20,316
-12
32
$1.04M 0.93%
5,776
-25
33
$990K 0.89%
12,199
-280
34
$975K 0.88%
35,100
35
$913K 0.82%
6,314
36
$893K 0.81%
40,796
-594
37
$879K 0.79%
8,874
38
$873K 0.79%
6,483
39
$841K 0.76%
6,450
40
$830K 0.75%
3,384
41
$815K 0.73%
10,990
42
$814K 0.73%
1,836
-5
43
$810K 0.73%
15,663
44
$794K 0.72%
31,300
-700
45
$789K 0.71%
3,555
46
$747K 0.67%
8,328
-100
47
$699K 0.63%
4,019
+124
48
$683K 0.62%
3,338
-80
49
$656K 0.59%
27,690
50
$646K 0.58%
4,103
-95
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2
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