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
$119M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$356K
3
+$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
META icon
Meta Platforms (Facebook)
META
+$230K

Top Sells

1
+$209K
2
+$75.6K
3
+$41.3K
4
DUK icon
Duke Energy
DUK
+$32.5K
5
XOM icon
Exxon Mobil
XOM
+$32K

Sector Composition

1 Technology 14.54%
2 Healthcare 14.15%
3 Industrials 7.03%
4 Consumer Staples 6.42%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.13%
8,314
+2,000
27
$1.31M 1.1%
6,239
28
$1.15M 0.97%
62,220
-1,580
29
$1.14M 0.96%
5,115
30
$1.13M 0.96%
27,606
+1,400
31
$1.08M 0.91%
20,616
32
$1.04M 0.88%
12,400
+201
33
$1.04M 0.88%
36,100
+1,000
34
$1.03M 0.86%
3,563
35
$989K 0.83%
6,383
36
$980K 0.83%
6,450
37
$973K 0.82%
41,208
+8
38
$926K 0.78%
14,214
39
$926K 0.78%
4,809
+275
40
$895K 0.75%
5,690
-86
41
$871K 0.73%
1,832
42
$858K 0.72%
32,500
+1,200
43
$852K 0.72%
8,874
44
$842K 0.71%
16,663
+1,000
45
$820K 0.69%
3,339
+1
46
$804K 0.68%
3,358
-15
47
$804K 0.68%
10,990
48
$772K 0.65%
7,953
-335
49
$737K 0.62%
5,098
+1,001
50
$729K 0.61%
9,229
1
2
3 4 5