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
$134M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$232K
3
+$230K
4
HWM icon
Howmet Aerospace
HWM
+$203K
5
DGX icon
Quest Diagnostics
DGX
+$203K

Top Sells

1
+$524K
2
+$279K
3
+$278K
4
VFH icon
Vanguard Financials ETF
VFH
+$239K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 13.36%
2 Healthcare 11.37%
3 Industrials 6.09%
4 Consumer Staples 5.98%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$479K 0.36%
2,865
-600
77
$474K 0.35%
4,305
-350
78
$444K 0.33%
16,095
-1,800
79
$434K 0.32%
9,578
-900
80
$423K 0.32%
1,299
81
$409K 0.3%
6,448
+1
82
$389K 0.29%
4,300
-400
83
$388K 0.29%
5,900
84
$388K 0.29%
4,403
-200
85
$362K 0.27%
3,800
-100
86
$358K 0.27%
1,921
87
$358K 0.27%
4,265
-200
88
$339K 0.25%
940
89
$332K 0.25%
10,800
+800
90
$326K 0.24%
4,800
91
$298K 0.22%
8,100
-300
92
$294K 0.22%
1,200
93
$287K 0.21%
2,800
94
$285K 0.21%
2,100
95
$265K 0.2%
1,000
96
$264K 0.2%
5,400
97
$263K 0.2%
23,400
-1,000
98
$246K 0.18%
393
-50
99
$233K 0.17%
3,080
100
$232K 0.17%
+805
1 2 3
4
5