WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
+2.51%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+2.8%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
112
New
2
Increased
25
Reduced
38
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$389K |
| 2 |
Carrier Global
CARR
|
$333K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$296K |
| 4 |
Novo Nordisk
NVO
|
$291K |
| 5 |
Eli Lilly
LLY
|
$237K |
Top Sells
| 1 |
Medtronic
MDT
|
$254K |
| 2 |
Toyota
TM
|
$202K |
| 3 |
Genuine Parts
GPC
|
$201K |
| 4 |
Johnson & Johnson
JNJ
|
$101K |
| 5 |
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% |
