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
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$211K
3
+$153K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$148K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$144K

Top Sells

1
+$79.6K
2
+$45.3K
3
+$37.1K
4
VT icon
Vanguard Total World Stock ETF
VT
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$33.9K

Sector Composition

1 Technology 14.21%
2 Healthcare 13.44%
3 Consumer Staples 7.31%
4 Industrials 7.06%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.3%
10,900
-1,200
77
$332K 0.3%
9,400
78
$331K 0.3%
7,440
-700
79
$329K 0.3%
1,020
80
$301K 0.27%
9,005
-197
81
$299K 0.27%
3,080
-350
82
$296K 0.27%
26,000
-1,000
83
$292K 0.26%
684
84
$280K 0.25%
1,325
85
$273K 0.25%
614
86
$264K 0.24%
4,500
87
$262K 0.24%
1,600
88
$261K 0.24%
4,800
89
$261K 0.24%
2,962
90
$257K 0.23%
2,100
91
$254K 0.23%
2,325
92
$254K 0.23%
687
-83
93
$247K 0.22%
1,200
94
$247K 0.22%
6,240
95
$245K 0.22%
1,000
96
$242K 0.22%
5,400
97
$233K 0.21%
2,770
98
$220K 0.2%
1,300
99
$219K 0.2%
6,500
-500
100
$211K 0.19%
+1,838
1 2 3
4
5