WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
+10.43%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.89%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.72M |
| 2 |
Apple
AAPL
|
$6.65M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$4.41M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$4.07M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$3.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.14% |
| 2 | Healthcare | 12.32% |
| 3 | Consumer Staples | 7.13% |
| 4 | Industrials | 6.61% |
| 5 | Financials | 5.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Rentals
URI
$61.7B
| $221K | 0.2% |
+665
| New | +$221K |
|
102
Nucor
NUE
$33.6B
| $217K | 0.2% |
+1,900
| New | +$217K |
|
103
Brookfield
BN
$99.2B
| $214K | 0.19% |
+3,543
| New | +$214K |
|