WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
+$554K
2
+$486K
3
+$297K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$266K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$234K

Top Sells

1
+$200K
2
+$69.3K
3
+$69.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$62.7K
5
SCHW icon
Charles Schwab
SCHW
+$60.2K

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
1 2 3 4
5