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
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$211K
3
+$153K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$148K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$144K

Top Sells

1
+$79.6K
2
+$45.3K
3
+$37.1K
4
VT icon
Vanguard Total World Stock ETF
VT
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$33.9K

Sector Composition

1 Technology 14.21%
2 Healthcare 13.44%
3 Consumer Staples 7.31%
4 Industrials 7.06%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.58%
9,228
52
$618K 0.56%
5,110
53
$608K 0.55%
1,375
54
$597K 0.54%
10,746
55
$590K 0.53%
5,505
-150
56
$588K 0.53%
3,388
57
$572K 0.52%
13,395
-550
58
$568K 0.51%
2,923
59
$553K 0.5%
14,867
-729
60
$550K 0.5%
11,900
+2,100
61
$503K 0.45%
5,885
+30
62
$488K 0.44%
4,097
+1
63
$477K 0.43%
19,371
+2
64
$469K 0.42%
2,136
65
$469K 0.42%
5,184
66
$450K 0.41%
1,450
67
$441K 0.4%
820
-9
68
$409K 0.37%
4,900
69
$402K 0.36%
7,945
-275
70
$388K 0.35%
2,900
71
$385K 0.35%
4,603
72
$382K 0.34%
4,150
-150
73
$373K 0.34%
1,095
74
$345K 0.31%
1,219
75
$340K 0.31%
2,340
1 2
3
4 5