WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$249K
3
+$226K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$221K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$219K

Top Sells

1
+$285K
2
+$214K
3
+$173K
4
AAPL icon
Apple
AAPL
+$153K
5
WMT icon
Walmart Inc
WMT
+$88K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Industrials 6.19%
4 Consumer Staples 5.39%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.33%
6,448
77
$471K 0.33%
1,299
78
$462K 0.32%
592
-7
79
$429K 0.3%
5,900
80
$414K 0.29%
9,578
81
$410K 0.29%
2,865
82
$399K 0.28%
940
83
$389K 0.27%
4,265
84
$383K 0.27%
4,300
85
$375K 0.26%
1,921
86
$370K 0.26%
3,800
87
$366K 0.26%
3,630
-675
88
$359K 0.25%
4,800
89
$341K 0.24%
1,200
90
$329K 0.23%
4,403
91
$325K 0.23%
2,800
92
$296K 0.21%
393
93
$294K 0.21%
3,150
94
$291K 0.2%
1,566
95
$275K 0.19%
5,400
96
$267K 0.19%
8,700
-2,100
97
$266K 0.19%
7,100
-1,000
98
$260K 0.18%
23,400
99
$257K 0.18%
3,080
100
$250K 0.17%
+1,581
1 2 3
4
5