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
$131M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$333K
3
+$296K
4
NVO icon
Novo Nordisk
NVO
+$291K
5
LLY icon
Eli Lilly
LLY
+$237K

Top Sells

1
+$254K
2
+$202K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$101K
5
LOW icon
Lowe's Companies
LOW
+$88.2K

Sector Composition

1 Technology 14.85%
2 Healthcare 14.38%
3 Industrials 6.22%
4 Consumer Staples 6.11%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.02%
18,867
-9
27
$1.24M 0.95%
28,306
28
$1.22M 0.94%
6,315
29
$1.22M 0.93%
5,379
+810
30
$1.21M 0.93%
5,689
-100
31
$1.21M 0.93%
11,620
-220
32
$1.2M 0.92%
62,220
33
$1.17M 0.89%
49,202
+4,950
34
$1.14M 0.87%
12,469
+219
35
$1.08M 0.83%
1,270
+185
36
$1.05M 0.81%
5,280
37
$1.03M 0.79%
6,006
-132
38
$1.02M 0.78%
36,100
39
$1.02M 0.78%
1,869
40
$1.01M 0.77%
4,580
-400
41
$963K 0.74%
3,083
-100
42
$906K 0.69%
4,938
-100
43
$849K 0.65%
32,400
-100
44
$814K 0.62%
7,230
+300
45
$798K 0.61%
2,883
+75
46
$793K 0.61%
1,375
47
$785K 0.6%
12,407
-330
48
$774K 0.59%
1,616
-5
49
$770K 0.59%
12,972
50
$761K 0.58%
16,013
1
2
3 4 5