WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$6.65M
3 +$4.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.07M
5
VO icon
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 Change
in Stake
Capital Flow
101
$221K 0.2%
+953
102
$217K 0.2%
+1,900
103
$214K 0.19%
+6,574