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
$97.5M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$537K
3
+$403K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$325K
5
DGX icon
Quest Diagnostics
DGX
+$235K

Top Sells

1
+$201K
2
+$195K
3
+$130K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$127K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$118K

Sector Composition

1 Healthcare 14.57%
2 Technology 11.31%
3 Consumer Staples 8.01%
4 Industrials 7.71%
5 Financials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.33%
3,750
+100
77
$321K 0.33%
28,700
-2,700
78
$308K 0.32%
11,648
-1,189
79
$272K 0.28%
2,029
80
$263K 0.27%
2,100
81
$256K 0.26%
684
82
$251K 0.26%
2,325
83
$250K 0.26%
1,900
84
$248K 0.25%
1,000
85
$239K 0.25%
7,000
-700
86
$238K 0.24%
60,300
-3,500
87
$238K 0.24%
3,062
-243
88
$236K 0.24%
6,240
89
$235K 0.24%
+1,500
90
$230K 0.24%
5,400
91
$227K 0.23%
4,800
92
$226K 0.23%
+1,300
93
$218K 0.22%
+614
94
$216K 0.22%
1,200
95
$208K 0.21%
+4,500
96
$205K 0.21%
770
97
$200K 0.21%
+1,650
98
– –
-11,500
99
– –
-7,800
1 2 3
4