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
$119M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$356K
3
+$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
META icon
Meta Platforms (Facebook)
META
+$230K

Top Sells

1
+$209K
2
+$75.6K
3
+$41.3K
4
DUK icon
Duke Energy
DUK
+$32.5K
5
XOM icon
Exxon Mobil
XOM
+$32K

Sector Composition

1 Technology 14.54%
2 Healthcare 14.15%
3 Industrials 7.03%
4 Consumer Staples 6.42%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$720K 0.61%
5,110
52
$703K 0.59%
27,990
53
$681K 0.57%
1,662
+1,000
54
$666K 0.56%
1,375
55
$660K 0.56%
6,485
+600
56
$649K 0.55%
13,195
57
$645K 0.54%
3,388
58
$631K 0.53%
10,546
-200
59
$612K 0.52%
4,104
+1
60
$600K 0.51%
5,830
+1,800
61
$574K 0.48%
870
+50
62
$558K 0.47%
2,923
63
$530K 0.45%
10,550
+1,542
64
$518K 0.44%
5,185
-320
65
$517K 0.44%
10,800
+1,000
66
$505K 0.42%
5,184
67
$502K 0.42%
1,450
68
$498K 0.42%
2,136
69
$481K 0.4%
19,384
+13
70
$463K 0.39%
12,282
-2,005
71
$447K 0.38%
7,395
72
$426K 0.36%
1,399
73
$425K 0.36%
2,600
74
$424K 0.36%
4,800
75
$413K 0.35%
4,603
1 2
3
4 5