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
$104M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$566K
2 +$530K
3 +$308K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$266K
5
CRM icon
Salesforce
CRM
+$265K

Sector Composition

1 Healthcare 14.07%
2 Technology 13.19%
3 Consumer Staples 7.63%
4 Industrials 7.3%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.19%
+6,000
102
$177K 0.17%
46,500
-13,800
103
-1,650