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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
$151M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$254K
3
+$249K
4
VT icon
Vanguard Total World Stock ETF
VT
+$247K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$218K

Top Sells

1
+$237K
2
+$205K
3
+$152K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$94.3K
5
PG icon
Procter & Gamble
PG
+$92.2K

Sector Composition

1 Technology 12.72%
2 Healthcare 8.33%
3 Industrials 7.3%
4 Consumer Staples 4.81%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$125B
$776K 0.51%
3,285
+25
XOM icon
52
Exxon Mobil
XOM
$571B
$763K 0.51%
4,495
+1
UNP icon
53
Union Pacific
UNP
$153B
$755K 0.5%
3,113
+25
SBUX icon
54
Starbucks
SBUX
$115B
$752K 0.5%
8,394
+50
FALN icon
55
iShares Fallen Angels USD Bond ETF
FALN
$1.62B
$735K 0.49%
27,500
+200
ITB icon
56
iShares US Home Construction ETF
ITB
$2.78B
$682K 0.45%
7,534
-375
SCHM icon
57
Schwab US Mid-Cap ETF
SCHM
$14.9B
$675K 0.45%
21,790
-200
MCK icon
58
McKesson
MCK
$87.9B
$662K 0.44%
766
+3
QCOM icon
59
Qualcomm
QCOM
$238B
$659K 0.44%
5,117
+15
VDC icon
60
Vanguard Consumer Staples ETF
VDC
$7.83B
$656K 0.44%
2,923
EMR icon
61
Emerson Electric
EMR
$84.4B
$654K 0.43%
4,991
-33
UNH icon
62
UnitedHealth
UNH
$364B
$594K 0.39%
2,195
+11
CVX icon
63
Chevron
CVX
$346B
$593K 0.39%
2,866
GLD icon
64
SPDR Gold Trust
GLD
$137B
$586K 0.39%
1,361
+556
IBM icon
65
IBM
IBM
$234B
$564K 0.37%
2,325
SYY icon
66
Sysco
SYY
$37.6B
$563K 0.37%
7,890
+50
JPM icon
67
JPMorgan Chase
JPM
$871B
$545K 0.36%
1,852
+1
XT icon
68
iShares Future Exponential Technologies ETF
XT
$3.96B
$535K 0.36%
7,852
+100
SCHE icon
69
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$531K 0.35%
16,107
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.06T
$524K 0.35%
1,093
+55
HACK icon
71
Amplify Cybersecurity ETF
HACK
$2.37B
$509K 0.34%
6,785
+25
LLY icon
72
Eli Lilly
LLY
$980B
$504K 0.33%
548
+6
BNY
73
Bank of New York Mellon
BNY
$98.6B
$494K 0.33%
4,165
CVS icon
74
CVS Health
CVS
$125B
$492K 0.33%
6,850
VCR icon
75
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$466K 0.31%
1,299
1 2
3
4 5