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
$141M
AUM Growth
-$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$435K
3
+$232K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$137K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$129K

Top Sells

1
+$320K
2
+$237K
3
+$220K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$214K
5
MDT icon
Medtronic
MDT
+$199K

Sector Composition

1 Technology 14.5%
2 Healthcare 10.78%
3 Industrials 6.16%
4 Consumer Staples 5.89%
5 Financials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.55%
5,100
+1
52
$783K 0.55%
12,279
-30
53
$782K 0.55%
8,574
54
$768K 0.54%
3,188
-200
55
$759K 0.54%
27,390
-300
56
$739K 0.52%
3,238
57
$727K 0.52%
2,175
58
$716K 0.51%
6,641
59
$676K 0.48%
8,840
-300
60
$625K 0.44%
2,136
61
$623K 0.44%
5,024
62
$618K 0.44%
2,923
63
$615K 0.44%
1,050
-50
64
$611K 0.43%
12,650
+4,800
65
$587K 0.42%
4,655
66
$565K 0.4%
988
-24
67
$564K 0.4%
1,450
68
$561K 0.4%
2,341
69
$540K 0.38%
9,051
-570
70
$535K 0.38%
4,970
+1
71
$533K 0.38%
2,425
-77
72
$517K 0.37%
6,945
73
$502K 0.36%
3,465
-59
74
$501K 0.35%
1,105
75
$493K 0.35%
639
-101
1 2
3
4 5