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WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$585K
2
+$297K
3
+$255K
4
VDE icon
Vanguard Energy ETF
VDE
+$203K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$196K

Top Sells

1
+$345K
2
+$330K
3
+$186K
4
AAPL icon
Apple
AAPL
+$138K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Technology 15.04%
2 Healthcare 9.13%
3 Industrials 6.22%
4 Consumer Staples 4.78%
5 Financials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.97%
15,420
-3,480
27
$1.43M 0.94%
10,709
-400
28
$1.4M 0.92%
18,537
-39
29
$1.37M 0.9%
30,634
-600
30
$1.29M 0.85%
5,580
-286
31
$1.27M 0.84%
21,227
-297
32
$1.23M 0.81%
5,595
-25
33
$1.21M 0.8%
1,310
34
$1.2M 0.79%
6,024
35
$1.18M 0.78%
2,798
-70
36
$1.17M 0.77%
50,258
-2,200
37
$1.13M 0.75%
25,402
-398
38
$1.12M 0.74%
40,132
-1,195
39
$1.08M 0.71%
4,438
-200
40
$1.06M 0.7%
11,400
41
$1.04M 0.68%
15,196
-300
42
$1.01M 0.66%
1,678
-220
43
$969K 0.64%
1,455
-10
44
$922K 0.61%
31,000
-1,200
45
$922K 0.61%
10,995
-800
46
$910K 0.6%
8,484
-815
47
$888K 0.58%
16,475
-650
48
$865K 0.57%
3,440
-200
49
$862K 0.57%
3,088
50
$849K 0.56%
5,101
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