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
$91.1M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$188K
3
+$54.1K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$28.9K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19K

Top Sells

1
+$723K
2
+$291K
3
+$282K
4
AAPL icon
Apple
AAPL
+$272K
5
TSLA icon
Tesla
TSLA
+$264K

Sector Composition

1 Healthcare 13.86%
2 Technology 12.48%
3 Consumer Staples 8.07%
4 Industrials 6.55%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.62%
2,934
-50
52
$554K 0.61%
26,490
53
$553K 0.61%
5,210
-150
54
$553K 0.61%
5,060
-140
55
$543K 0.6%
13,875
56
$525K 0.58%
10,946
-300
57
$499K 0.55%
13,342
+8
58
$492K 0.54%
5,400
59
$481K 0.53%
18,960
+1
60
$459K 0.5%
2,186
-100
61
$458K 0.5%
5,350
-100
62
$441K 0.48%
3,470
+50
63
$431K 0.47%
13,100
-400
64
$429K 0.47%
3,354
-16
65
$427K 0.47%
9,330
-300
66
$422K 0.46%
4,703
67
$413K 0.45%
1,505
68
$413K 0.45%
2,926
69
$401K 0.44%
5,041
-100
70
$397K 0.44%
4,650
+2,200
71
$387K 0.43%
31,400
72
$386K 0.42%
7,355
-450
73
$383K 0.42%
9,190
-550
74
$383K 0.42%
799
-60
75
$346K 0.38%
3,076
-35
1 2
3
4 5