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
$134M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$232K
3
+$230K
4
HWM icon
Howmet Aerospace
HWM
+$203K
5
DGX icon
Quest Diagnostics
DGX
+$203K

Top Sells

1
+$524K
2
+$279K
3
+$278K
4
VFH icon
Vanguard Financials ETF
VFH
+$239K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 13.36%
2 Healthcare 11.37%
3 Industrials 6.09%
4 Consumer Staples 5.98%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$803K 0.6%
16,125
+3,475
52
$798K 0.59%
6,541
-100
53
$783K 0.58%
5,100
54
$753K 0.56%
3,188
-50
55
$746K 0.56%
1,375
56
$740K 0.55%
4,738
-210
57
$716K 0.53%
11,979
-300
58
$653K 0.49%
2,136
59
$640K 0.48%
2,923
60
$633K 0.47%
8,440
-400
61
$602K 0.45%
1,045
-5
62
$589K 0.44%
1,105
63
$584K 0.44%
22,290
-5,100
64
$584K 0.43%
2,175
65
$578K 0.43%
2,325
-100
66
$568K 0.42%
4,776
-194
67
$551K 0.41%
5,024
68
$531K 0.4%
1,450
69
$524K 0.39%
960
-28
70
$524K 0.39%
2,136
-205
71
$521K 0.39%
9,051
72
$520K 0.39%
773
+5
73
$499K 0.37%
6,945
74
$495K 0.37%
599
-40
75
$484K 0.36%
7,150
-400
1 2
3
4 5