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
$97.5M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$537K
3
+$403K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$325K
5
DGX icon
Quest Diagnostics
DGX
+$235K

Top Sells

1
+$201K
2
+$195K
3
+$130K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$127K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$118K

Sector Composition

1 Healthcare 14.57%
2 Technology 11.31%
3 Consumer Staples 8.01%
4 Industrials 7.71%
5 Financials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.63%
6,334
+1
52
$606K 0.62%
27,690
+600
53
$573K 0.59%
13,875
54
$510K 0.52%
2,136
-50
55
$509K 0.52%
10,746
56
$506K 0.52%
6,020
+610
57
$484K 0.5%
5,041
58
$476K 0.49%
5,360
59
$475K 0.49%
1,505
60
$472K 0.48%
3,795
+170
61
$458K 0.47%
19,369
+571
62
$423K 0.43%
4,700
63
$412K 0.42%
5,000
-300
64
$406K 0.42%
2,878
65
$403K 0.41%
+9,600
66
$397K 0.41%
9,020
-210
67
$382K 0.39%
12,500
-600
68
$378K 0.39%
829
-10
69
$375K 0.38%
4,603
-100
70
$371K 0.38%
8,140
-450
71
$361K 0.37%
5,955
-900
72
$361K 0.37%
3,281
+1
73
$347K 0.36%
1,009
74
$334K 0.34%
1,080
-20
75
$325K 0.33%
+9,400
1 2
3
4