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
$127M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$369K
3
+$294K
4
VFH icon
Vanguard Financials ETF
VFH
+$218K
5
VDE icon
Vanguard Energy ETF
VDE
+$217K

Top Sells

1
+$317K
2
+$313K
3
+$254K
4
NEE icon
NextEra Energy
NEE
+$212K
5
DGX icon
Quest Diagnostics
DGX
+$207K

Sector Composition

1 Healthcare 14.36%
2 Technology 13.51%
3 Industrials 6.64%
4 Consumer Staples 6.22%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.6%
9,390
-1,600
52
$760K 0.6%
27,990
53
$752K 0.59%
12,972
-223
54
$746K 0.59%
5,016
-674
55
$721K 0.57%
1,375
56
$720K 0.57%
1,621
-41
57
$712K 0.56%
6,154
-331
58
$706K 0.56%
8,852
-377
59
$654K 0.51%
6,758
-1,195
60
$597K 0.47%
2,923
61
$597K 0.47%
1,555
+105
62
$577K 0.45%
4,965
-220
63
$574K 0.45%
9,621
-925
64
$572K 0.45%
3,629
-475
65
$547K 0.43%
4,824
-360
66
$542K 0.43%
10,800
67
$533K 0.42%
2,136
68
$495K 0.39%
1,177
+72
69
$489K 0.39%
19,384
70
$487K 0.38%
2,552
-48
71
$473K 0.37%
11,282
-1,000
72
$470K 0.37%
1,479
+80
73
$469K 0.37%
2,341
+1
74
$461K 0.36%
4,603
75
$445K 0.35%
6,945
-450
1 2
3
4 5