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
$145M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$566K
3
+$427K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$359K
5
VT icon
Vanguard Total World Stock ETF
VT
+$344K

Top Sells

1
+$278K
2
+$211K
3
+$108K
4
URI icon
United Rentals
URI
+$79.4K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$67.5K

Sector Composition

1 Technology 14.05%
2 Healthcare 12.77%
3 Industrials 6.16%
4 Consumer Staples 6%
5 Financials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.05%
7,564
27
$1.41M 0.97%
11,099
+4,450
28
$1.37M 0.95%
21,200
-5
29
$1.33M 0.91%
5,875
+496
30
$1.32M 0.91%
11,609
-11
31
$1.28M 0.88%
62,228
+8
32
$1.24M 0.85%
1,395
+125
33
$1.23M 0.85%
4,540
-40
34
$1.21M 0.83%
47,010
-2,192
35
$1.21M 0.83%
10,100
+2,870
36
$1.18M 0.81%
5,966
-40
37
$1.18M 0.81%
5,689
38
$1.16M 0.8%
6,210
-105
39
$1.08M 0.74%
12,269
-200
40
$1.06M 0.73%
36,100
41
$1.04M 0.72%
1,820
-49
42
$993K 0.68%
3,083
43
$930K 0.64%
17,607
+6,807
44
$929K 0.64%
2,868
-15
45
$909K 0.63%
12,309
-98
46
$902K 0.62%
1,848
+232
47
$886K 0.61%
32,400
48
$867K 0.6%
5,099
-181
49
$852K 0.59%
16,013
50
$836K 0.58%
8,574
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