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
$105M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$209K
3
+$99.7K
4
VT icon
Vanguard Total World Stock ETF
VT
+$88.5K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$84.4K

Top Sells

1
+$220K
2
+$211K
3
+$211K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$203K
5
SPDW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.62%
5,505
52
$644K 0.61%
9,229
+1
53
$631K 0.6%
27,990
+300
54
$570K 0.54%
1,375
55
$561K 0.53%
10,746
56
$553K 0.53%
3,388
57
$539K 0.51%
13,195
-200
58
$534K 0.51%
2,923
59
$514K 0.49%
2,136
60
$501K 0.48%
5,184
61
$464K 0.44%
19,371
62
$463K 0.44%
820
63
$463K 0.44%
14,287
-580
64
$462K 0.44%
5,885
65
$455K 0.43%
4,097
66
$438K 0.42%
1,450
67
$428K 0.41%
9,800
-2,100
68
$384K 0.36%
1,095
69
$382K 0.36%
7,395
-550
70
$377K 0.36%
1,399
+180
71
$376K 0.36%
4,030
+950
72
$375K 0.36%
4,150
73
$365K 0.35%
2,600
-300
74
$363K 0.35%
4,800
-100
75
$353K 0.34%
4,603
1 2
3
4 5