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WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$585K
2
+$297K
3
+$255K
4
VDE icon
Vanguard Energy ETF
VDE
+$203K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$196K

Top Sells

1
+$345K
2
+$330K
3
+$186K
4
AAPL icon
Apple
AAPL
+$138K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Technology 15.04%
2 Healthcare 9.13%
3 Industrials 6.22%
4 Consumer Staples 4.78%
5 Financials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.3%
5,900
77
$454K 0.3%
4,165
-100
78
$452K 0.3%
592
79
$445K 0.29%
2,865
80
$440K 0.29%
3,760
81
$401K 0.26%
1,921
82
$393K 0.26%
4,300
83
$387K 0.25%
4,800
84
$375K 0.25%
393
85
$373K 0.24%
8,478
-1,100
86
$372K 0.24%
3,800
87
$353K 0.23%
2,800
88
$353K 0.23%
1,200
89
$342K 0.22%
1,831
+250
90
$340K 0.22%
5,698
-750
91
$309K 0.2%
3,150
92
$307K 0.2%
1,566
93
$302K 0.2%
5,400
94
$287K 0.19%
3,430
-200
95
$286K 0.19%
805
96
$278K 0.18%
4,403
97
$269K 0.18%
3,080
98
$268K 0.18%
7,100
99
$262K 0.17%
8,300
-400
100
$261K 0.17%
22,500
-900
1 2 3
4
5