WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$152M
1-Year Est. Return
12.43%
1 Year Est. Return
+12.43%
AUM
$152M
AUM Growth
+$8.76M
(+6.1%)
Holding
115
Top Buys
| 1 | +$606K | |
| 2 | +$306K | |
| 3 | +$259K | |
| 4 |
Vanguard Energy ETF
VDE
|
+$208K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$202K |
Top Sells
| 1 | +$347K | |
| 2 | +$332K | |
| 3 | +$191K | |
| 4 |
Apple
AAPL
|
+$155K |
| 5 |
UnitedHealth
UNH
|
+$151K |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Health Care ETF
VHT
$16.1B
| $260K | 0.17% |
1,000
|
|
||
102
Industrial Select Sector SPDR Fund
XLI
$23.9B
| $259K | 0.17% |
+1,680
|
|
||
103
iShares Micro-Cap ETF
IWC
$1.03B
| $259K | 0.17% |
1,735
|
|
||
104
General Mills
GIS
$24.8B
| $257K | 0.17% |
5,104
-6,875
|
|
||
105
VanEck Morningstar Wide Moat ETF
MOAT
$15.5B
| $248K | 0.16% |
2,500
|
|
||
106
Brookfield
BN
$104B
| $243K | 0.16% |
5,315
|
|
||
107
ROBO Global Robotics & Automation Index ETF
ROBO
$1.22B
| $234K | 0.15% |
3,575
-200
|
|
||
108
Quest Diagnostics
DGX
$19.4B
| $229K | 0.15% |
1,200
|
|
||
109
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
| $216K | 0.14% |
4,750
-400
|
|
||
|
110
Vanguard Energy ETF
VDE
$7.22B
| $208K | 0.14% |
+1,650
|
|
||
111
Enbridge
ENB
$102B
| $201K | 0.13% |
+3,992
|
|
||
112
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
| $201K | 0.13% |
+4,700
|
|
||
113
iShares Russell 1000 Value ETF
IWD
$65B
| $201K | 0.13% |
+985
|
|
||
|
HIO
114
Western Asset High Income Opportunity Fund
HIO
$367M
| $139K | 0.09% |
36,100
-1,900
|
|