WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$249K
3
+$226K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$221K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$219K

Top Sells

1
+$285K
2
+$214K
3
+$173K
4
AAPL icon
Apple
AAPL
+$153K
5
WMT icon
Walmart Inc
WMT
+$88K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Industrials 6.19%
4 Consumer Staples 5.39%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812K 0.57%
5,101
+1
52
$808K 0.56%
3,640
53
$786K 0.55%
8,574
54
$779K 0.54%
28,700
-2,200
55
$772K 0.54%
6,541
56
$734K 0.51%
3,188
57
$701K 0.49%
950
-95
58
$685K 0.48%
2,325
59
$679K 0.47%
960
60
$670K 0.47%
5,024
61
$659K 0.46%
2,136
62
$640K 0.45%
2,923
63
$624K 0.44%
8,240
-200
64
$621K 0.43%
11,979
65
$617K 0.43%
21,990
-300
66
$600K 0.42%
6,945
67
$595K 0.41%
2,051
-85
68
$593K 0.41%
2,175
69
$591K 0.41%
9,051
70
$570K 0.4%
778
+5
71
$543K 0.38%
1,118
+13
72
$532K 0.37%
1,450
73
$515K 0.36%
4,777
+1
74
$485K 0.34%
16,095
75
$479K 0.33%
6,950
-200
1 2
3
4 5