WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
-3.45%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-0.57%)
Cap. Flow
+$6.95M
Cap. Flow
% of AUM
6.3%
Top 10 Holdings %
Top 10 Hldgs %
34.03%
Holding
112
New
8
Increased
53
Reduced
21
Closed
1
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.23M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$483K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$438K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$295K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$271K |
Top Sells
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$396K |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$224K |
| 3 |
Charles Schwab
SCHW
|
$167K |
| 4 |
Novo Nordisk
NVO
|
$90.5K |
| 5 |
Travelers Companies
TRV
|
$82.2K |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Healthcare | 12.65% |
| 3 | Consumer Staples | 7.31% |
| 4 | Industrials | 6.69% |
| 5 | Financials | 5.25% |
