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
$134M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$232K
3
+$230K
4
HWM icon
Howmet Aerospace
HWM
+$203K
5
DGX icon
Quest Diagnostics
DGX
+$203K

Top Sells

1
+$524K
2
+$279K
3
+$278K
4
VFH icon
Vanguard Financials ETF
VFH
+$239K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 13.36%
2 Healthcare 11.37%
3 Industrials 6.09%
4 Consumer Staples 5.98%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1%
15,617
-751
27
$1.32M 0.98%
2,524
-155
28
$1.31M 0.98%
18,499
-59
29
$1.29M 0.96%
6,247
+212
30
$1.24M 0.92%
1,310
31
$1.23M 0.92%
5,866
-100
32
$1.22M 0.91%
13,100
+1,030
33
$1.2M 0.9%
5,678
34
$1.1M 0.82%
5,805
-205
35
$1.09M 0.81%
21,519
+1,303
36
$1.07M 0.8%
7,364
-200
37
$1.05M 0.78%
53,051
-8,400
38
$1M 0.75%
34,700
-3,100
39
$978K 0.73%
41,723
-3,696
40
$957K 0.71%
3,073
41
$956K 0.71%
15,496
-420
42
$945K 0.7%
9,924
-1,175
43
$899K 0.67%
2,868
44
$871K 0.65%
1,857
+9
45
$854K 0.64%
11,895
-1,000
46
$849K 0.63%
3,640
-400
47
$843K 0.63%
3,188
48
$841K 0.63%
8,574
49
$828K 0.62%
30,900
-2,500
50
$807K 0.6%
1,443
-115
1
2
3 4 5