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
$85.9M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$182K
3
+$155K
4
SCHW icon
Charles Schwab
SCHW
+$154K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$124K

Top Sells

1
+$290K
2
+$240K
3
+$229K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$208K
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$207K

Sector Composition

1 Healthcare 13.79%
2 Technology 12.45%
3 Consumer Staples 8.13%
4 Industrials 6.63%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.65%
13,875
52
$547K 0.64%
27,090
+600
53
$519K 0.6%
6,333
+1
54
$515K 0.6%
5,360
+300
55
$494K 0.58%
2,186
56
$479K 0.56%
10,746
-200
57
$475K 0.55%
5,445
+95
58
$431K 0.5%
3,625
+155
59
$425K 0.49%
5,300
-100
60
$421K 0.49%
18,798
-162
61
$415K 0.48%
13,100
62
$415K 0.48%
1,505
63
$413K 0.48%
4,700
-2,733
64
$400K 0.47%
9,230
-100
65
$396K 0.46%
839
+40
66
$373K 0.43%
31,400
67
$371K 0.43%
3,280
-74
68
$369K 0.43%
5,041
69
$357K 0.42%
6,855
-500
70
$342K 0.4%
2,878
-48
71
$334K 0.39%
4,703
72
$331K 0.39%
12,837
-505
73
$331K 0.39%
8,590
-600
74
$296K 0.34%
1,009
+11
75
$294K 0.34%
1,100
1 2
3
4