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
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$211K
3
+$153K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$148K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$144K

Top Sells

1
+$79.6K
2
+$45.3K
3
+$37.1K
4
VT icon
Vanguard Total World Stock ETF
VT
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$33.9K

Sector Composition

1 Technology 14.21%
2 Healthcare 13.44%
3 Consumer Staples 7.31%
4 Industrials 7.06%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.19%
1,500
102
$203K 0.18%
6,000
103
$153K 0.14%
40,500
-6,000
104
$153K 0.14%
+4,700
105
$148K 0.13%
+8,505
106
$144K 0.13%
+3,700
107
$144K 0.13%
+805
108
$137K 0.12%
+1,280
109
$133K 0.12%
+730
110
$121K 0.11%
+2,300
111
$119K 0.11%
+5,315
1 2 3 4
5