WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
+8.78%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+6.9%)
Cap. Flow
-$404K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
111
New
6
Increased
25
Reduced
51
Closed
1
Top Buys
| 1 |
Walmart
WMT
|
$824K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$477K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$369K |
| 4 |
Eli Lilly
LLY
|
$294K |
| 5 |
Vanguard Financials ETF
VFH
|
$218K |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$317K |
| 2 |
Apple
AAPL
|
$313K |
| 3 |
Caterpillar
CAT
|
$254K |
| 4 |
NextEra Energy, Inc.
NEE
|
$212K |
| 5 |
Quest Diagnostics
DGX
|
$207K |
Sector Composition
| 1 | Healthcare | 14.36% |
| 2 | Technology | 13.51% |
| 3 | Industrials | 6.64% |
| 4 | Consumer Staples | 6.22% |
| 5 | Financials | 3.76% |
