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
$131M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$333K
3
+$296K
4
NVO icon
Novo Nordisk
NVO
+$291K
5
LLY icon
Eli Lilly
LLY
+$237K

Top Sells

1
+$254K
2
+$202K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$101K
5
LOW icon
Lowe's Companies
LOW
+$88.2K

Sector Composition

1 Technology 14.85%
2 Healthcare 14.38%
3 Industrials 6.22%
4 Consumer Staples 6.11%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$450K 0.34%
6,945
77
$441K 0.34%
2,552
78
$439K 0.34%
10,657
-625
79
$402K 0.31%
4,800
80
$378K 0.29%
5,900
81
$372K 0.29%
3,950
-200
82
$351K 0.27%
1,921
83
$350K 0.27%
541
84
$341K 0.26%
1,325
85
$333K 0.26%
+5,282
86
$333K 0.26%
660
87
$325K 0.25%
10,300
-300
88
$318K 0.24%
4,800
89
$305K 0.23%
8,400
90
$291K 0.22%
25,200
91
$291K 0.22%
2,800
92
$285K 0.22%
8,000
+250
93
$278K 0.21%
8,962
-998
94
$275K 0.21%
1,200
95
$273K 0.21%
4,565
-125
96
$267K 0.2%
6,500
97
$267K 0.2%
2,100
98
$266K 0.2%
1,000
99
$256K 0.2%
6,020
100
$255K 0.2%
5,400
1 2 3
4
5