WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
-3.51%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-5.2%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
37.22%
Holding
114
New
2
Increased
23
Reduced
28
Closed
12
Top Buys
| 1 |
Novo Nordisk
NVO
|
$2.58M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$251K |
| 3 |
Vanguard Energy ETF
VDE
|
$209K |
| 4 |
Stryker
SYK
|
$99.7K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$88.5K |
Top Sells
| 1 |
Genuine Parts
GPC
|
$220K |
| 2 |
Lamb Weston
LW
|
$211K |
| 3 |
Quest Diagnostics
DGX
|
$211K |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$203K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$153K |
Sector Composition
| 1 | Healthcare | 14.41% |
| 2 | Technology | 13.76% |
| 3 | Industrials | 7.21% |
| 4 | Consumer Staples | 7.05% |
| 5 | Financials | 3.52% |
