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
$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
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
QCOM icon
51
Qualcomm
QCOM
$195B
$812K 0.57%
5,101
+1
LOW icon
52
Lowe's Companies
LOW
$134B
$808K 0.56%
3,640
SBUX icon
53
Starbucks
SBUX
$91.9B
$786K 0.55%
8,574
FALN icon
54
iShares Fallen Angels USD Bond ETF
FALN
$1.81B
$779K 0.54%
28,700
-2,200
DUK icon
55
Duke Energy
DUK
$96.7B
$772K 0.54%
6,541
UNP icon
56
Union Pacific
UNP
$131B
$734K 0.51%
3,188
META icon
57
Meta Platforms (Facebook)
META
$1.63T
$701K 0.49%
950
-95
IBM icon
58
IBM
IBM
$287B
$685K 0.48%
2,325
GS icon
59
Goldman Sachs
GS
$244B
$679K 0.47%
960
EMR icon
60
Emerson Electric
EMR
$78.5B
$670K 0.47%
5,024
ADP icon
61
Automatic Data Processing
ADP
$105B
$659K 0.46%
2,136
VDC icon
62
Vanguard Consumer Staples ETF
VDC
$7.13B
$640K 0.45%
2,923
SYY icon
63
Sysco
SYY
$35.6B
$624K 0.44%
8,240
-200
GIS icon
64
General Mills
GIS
$24.9B
$621K 0.43%
11,979
SCHM icon
65
Schwab US Mid-Cap ETF
SCHM
$13.5B
$617K 0.43%
21,990
-300
HACK icon
66
Amplify Cybersecurity ETF
HACK
$2.4B
$600K 0.42%
6,945
JPM icon
67
JPMorgan Chase
JPM
$847B
$595K 0.41%
2,051
-85
CRM icon
68
Salesforce
CRM
$248B
$593K 0.41%
2,175
XT icon
69
iShares Future Exponential Technologies ETF
XT
$3.85B
$591K 0.41%
9,051
MCK icon
70
McKesson
MCK
$101B
$570K 0.4%
778
+5
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.03T
$543K 0.38%
1,118
+13
HD icon
72
Home Depot
HD
$378B
$532K 0.37%
1,450
XOM icon
73
Exxon Mobil
XOM
$482B
$515K 0.36%
4,777
+1
SCHE icon
74
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$485K 0.34%
16,095
CVS icon
75
CVS Health
CVS
$99.2B
$479K 0.33%
6,950
-200
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3
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