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WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
51
$809K 0.53%
6,541
52
$785K 0.52%
2,273
-437
53
$783K 0.51%
2,773
-300
54
$770K 0.51%
27,700
-1,000
55
$765K 0.5%
960
56
$730K 0.48%
3,088
-100
57
$706K 0.46%
8,344
-230
58
$698K 0.46%
950
59
$662K 0.44%
8,040
-200
60
$659K 0.43%
5,024
61
$656K 0.43%
2,325
62
$652K 0.43%
21,990
63
$627K 0.41%
2,136
64
$625K 0.41%
2,923
65
$622K 0.41%
8,651
-400
66
$601K 0.39%
778
67
$591K 0.39%
6,810
-135
68
$588K 0.39%
1,450
69
$584K 0.38%
1,851
-200
70
$537K 0.35%
16,095
71
$532K 0.35%
4,718
-59
72
$522K 0.34%
1,038
-80
73
$516K 0.34%
6,850
-100
74
$515K 0.34%
2,175
75
$515K 0.34%
1,299
1 2
3
4 5