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
$152M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$585K
2
+$297K
3
+$255K
4
VDE icon
Vanguard Energy ETF
VDE
+$203K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$196K

Top Sells

1
+$345K
2
+$330K
3
+$186K
4
AAPL icon
Apple
AAPL
+$138K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Technology 15.04%
2 Healthcare 9.13%
3 Industrials 6.22%
4 Consumer Staples 4.78%
5 Financials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
51
Duke Energy
DUK
$98.6B
$809K 0.53%
6,541
UNH icon
52
UnitedHealth
UNH
$250B
$785K 0.52%
2,273
-437
AMGN icon
53
Amgen
AMGN
$187B
$783K 0.51%
2,773
-300
FALN icon
54
iShares Fallen Angels USD Bond ETF
FALN
$1.62B
$770K 0.51%
27,700
-1,000
GS icon
55
Goldman Sachs
GS
$241B
$765K 0.5%
960
UNP icon
56
Union Pacific
UNP
$139B
$730K 0.48%
3,088
-100
SBUX icon
57
Starbucks
SBUX
$105B
$706K 0.46%
8,344
-230
META icon
58
Meta Platforms (Facebook)
META
$1.5T
$698K 0.46%
950
SYY icon
59
Sysco
SYY
$39B
$662K 0.44%
8,040
-200
EMR icon
60
Emerson Electric
EMR
$72B
$659K 0.43%
5,024
IBM icon
61
IBM
IBM
$227B
$656K 0.43%
2,325
SCHM icon
62
Schwab US Mid-Cap ETF
SCHM
$12.6B
$652K 0.43%
21,990
ADP icon
63
Automatic Data Processing
ADP
$84B
$627K 0.41%
2,136
VDC icon
64
Vanguard Consumer Staples ETF
VDC
$7.62B
$625K 0.41%
2,923
XT icon
65
iShares Future Exponential Technologies ETF
XT
$3.37B
$622K 0.41%
8,651
-400
MCK icon
66
McKesson
MCK
$109B
$601K 0.39%
778
HACK icon
67
Amplify Cybersecurity ETF
HACK
$1.92B
$591K 0.39%
6,810
-135
HD icon
68
Home Depot
HD
$319B
$588K 0.39%
1,450
JPM icon
69
JPMorgan Chase
JPM
$773B
$584K 0.38%
1,851
-200
SCHE icon
70
Schwab Emerging Markets Equity ETF
SCHE
$11.2B
$537K 0.35%
16,095
XOM icon
71
Exxon Mobil
XOM
$665B
$532K 0.35%
4,718
-59
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.04T
$522K 0.34%
1,038
-80
CVS icon
73
CVS Health
CVS
$90.9B
$516K 0.34%
6,850
-100
CRM icon
74
Salesforce
CRM
$180B
$515K 0.34%
2,175
VCR icon
75
Vanguard Consumer Discretionary ETF
VCR
$5.59B
$515K 0.34%
1,299
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3
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