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
$131M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$333K
3
+$296K
4
NVO icon
Novo Nordisk
NVO
+$291K
5
LLY icon
Eli Lilly
LLY
+$237K

Top Sells

1
+$254K
2
+$202K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$101K
5
LOW icon
Lowe's Companies
LOW
+$88.2K

Sector Composition

1 Technology 14.85%
2 Healthcare 14.38%
3 Industrials 6.22%
4 Consumer Staples 6.11%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.56%
3,238
-100
52
$726K 0.56%
27,990
53
$689K 0.53%
3,388
54
$672K 0.51%
6,649
+495
55
$667K 0.51%
8,574
56
$666K 0.51%
6,641
-117
57
$653K 0.5%
9,140
-250
58
$652K 0.5%
4,761
-255
59
$593K 0.45%
2,923
60
$589K 0.45%
5,119
+154
61
$578K 0.44%
639
+262
62
$566K 0.43%
9,621
63
$553K 0.42%
5,024
+200
64
$551K 0.42%
3,524
-105
65
$534K 0.41%
10,800
66
$527K 0.4%
903
+109
67
$520K 0.4%
8,802
-50
68
$510K 0.39%
2,136
69
$507K 0.39%
19,084
-300
70
$501K 0.38%
1,455
-100
71
$474K 0.36%
1,165
-12
72
$473K 0.36%
2,341
73
$462K 0.35%
1,022
74
$462K 0.35%
1,479
75
$451K 0.35%
4,603
1 2
3
4 5