WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
1-Year Return
11.2%
This Quarter Return
-2.01%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
-$6.94M
(-4.9%)
Cap. Flow
-$2.85M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
114
New
4
Increased
16
Reduced
56
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$812K |
| 2 |
SPDR Gold Trust
GLD
|
+$232K |
| 3 |
Uber
UBER
|
+$230K |
| 4 |
Howmet Aerospace
HWM
|
+$203K |
| 5 |
Quest Diagnostics
DGX
|
+$203K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$524K |
| 2 |
Apple
AAPL
|
+$279K |
| 3 |
iShares Micro-Cap ETF
IWC
|
+$278K |
| 4 |
Vanguard Financials ETF
VFH
|
+$239K |
| 5 |
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% |
