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
$91.1M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$188K
3
+$54.1K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$28.9K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19K

Top Sells

1
+$723K
2
+$291K
3
+$282K
4
AAPL icon
Apple
AAPL
+$272K
5
TSLA icon
Tesla
TSLA
+$264K

Sector Composition

1 Healthcare 13.86%
2 Technology 12.48%
3 Consumer Staples 8.07%
4 Industrials 6.55%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-953
106
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107
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-665
108
– –
-2,325
109
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-1,700
1 2 3 4
5