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
$119M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$356K
3
+$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
META icon
Meta Platforms (Facebook)
META
+$230K

Top Sells

1
+$209K
2
+$75.6K
3
+$41.3K
4
DUK icon
Duke Energy
DUK
+$32.5K
5
XOM icon
Exxon Mobil
XOM
+$32K

Sector Composition

1 Technology 14.54%
2 Healthcare 14.15%
3 Industrials 7.03%
4 Consumer Staples 6.42%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.34%
2,340
77
$394K 0.33%
1,105
+10
78
$394K 0.33%
1,021
79
$393K 0.33%
4,150
80
$353K 0.3%
6,790
-200
81
$352K 0.3%
614
82
$349K 0.29%
1,325
83
$331K 0.28%
10,600
-300
84
$330K 0.28%
5,900
+900
85
$320K 0.27%
8,800
-600
86
$316K 0.27%
684
87
$289K 0.24%
25,200
-800
88
$281K 0.24%
4,800
89
$270K 0.23%
2,325
90
$269K 0.23%
5,400
91
$263K 0.22%
1,200
92
$262K 0.22%
2,100
93
$253K 0.21%
6,300
94
$252K 0.21%
2,770
95
$251K 0.21%
1,000
96
$244K 0.21%
6,500
97
$244K 0.21%
1,400
98
$242K 0.2%
4,225
-275
99
$240K 0.2%
2,912
+50
100
$230K 0.19%
+650
1 2 3
4
5