WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
1-Year Return
11.2%
This Quarter Return
+8%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$9.14M
(+6.8%)
Cap. Flow
+$607K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
40.07%
Holding
113
New
6
Increased
23
Reduced
29
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$250K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$249K |
| 3 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$226K |
| 4 |
iShares Micro-Cap ETF
IWC
|
$221K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
$219K |
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$285K |
| 2 |
Vanguard Energy ETF
VDE
|
$214K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$173K |
| 4 |
Apple
AAPL
|
$153K |
| 5 |
Walmart
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% |
