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
$119M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$410K
2 +$356K
3 +$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
META icon
Meta Platforms (Facebook)
META
+$230K

Top Sells

1 +$209K
2 +$75.6K
3 +$41.3K
4
DUK icon
Duke Energy
DUK
+$32.5K
5
XOM icon
Exxon Mobil
XOM
+$32K

Sector Composition

1 Technology 14.54%
2 Healthcare 14.15%
3 Industrials 7.03%
4 Consumer Staples 6.42%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$212K 0.18%
+2,500
102
$209K 0.18%
+6,000
103
$207K 0.17%
+1,500
104
$156K 0.13%
40,500
105
-1,650