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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.65M
3
+$4.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.14%
2 Healthcare 12.32%
3 Consumer Staples 7.13%
4 Industrials 6.61%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.34%
+10,200
77
$370K 0.33%
+968
78
$349K 0.31%
+3,378
79
$341K 0.31%
+5,545
80
$333K 0.3%
+6,815
81
$330K 0.3%
+4,700
82
$329K 0.3%
+1,100
83
$325K 0.29%
+2,325
84
$312K 0.28%
+1,227
85
$311K 0.28%
+5,075
86
$306K 0.28%
+1,200
87
$278K 0.25%
+5,400
88
$275K 0.25%
+4,700
89
$271K 0.24%
+2,100
90
$266K 0.24%
+1,000
91
$262K 0.24%
+6,400
92
$260K 0.23%
+5,100
93
$260K 0.23%
+1,500
94
$259K 0.23%
+735
95
$257K 0.23%
+2,770
96
$243K 0.22%
+611
97
$242K 0.22%
+2,250
98
$225K 0.2%
+2,325
99
$224K 0.2%
+3,660
100
$221K 0.2%
+665
1 2 3
4
5