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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.65M
3
+$4.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.14%
2 Healthcare 12.32%
3 Consumer Staples 7.13%
4 Industrials 6.61%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.69%
+11,546
52
$750K 0.68%
+27,990
53
$686K 0.62%
+13,328
54
$651K 0.59%
+2,984
55
$649K 0.58%
+13,525
56
$626K 0.56%
+5,400
57
$625K 0.56%
+1,505
58
$602K 0.54%
+3,295
59
$569K 0.51%
+4,703
60
$565K 0.51%
+19,059
61
$564K 0.51%
+2,286
62
$532K 0.48%
+13,500
63
$523K 0.47%
+6,305
64
$501K 0.45%
+96,425
65
$500K 0.45%
+8,615
66
$493K 0.44%
+3,111
67
$488K 0.44%
+4,160
68
$484K 0.44%
+2,785
69
$478K 0.43%
+5,141
70
$471K 0.42%
+31,400
71
$431K 0.39%
+7,759
72
$431K 0.39%
+759
73
$401K 0.36%
+15,200
74
$391K 0.35%
+2,926
75
$377K 0.34%
+6,244
1 2
3
4 5