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
$127M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$369K
3
+$294K
4
VFH icon
Vanguard Financials ETF
VFH
+$218K
5
VDE icon
Vanguard Energy ETF
VDE
+$217K

Top Sells

1
+$317K
2
+$313K
3
+$254K
4
NEE icon
NextEra Energy
NEE
+$212K
5
DGX icon
Quest Diagnostics
DGX
+$207K

Sector Composition

1 Healthcare 14.36%
2 Technology 13.51%
3 Industrials 6.64%
4 Consumer Staples 6.22%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.2%
4,225
102
$247K 0.19%
6,020
-280
103
$225K 0.18%
2,500
104
$218K 0.17%
+2,125
105
$217K 0.17%
+1,650
106
$209K 0.16%
1,725
-600
107
$202K 0.16%
+802
108
$201K 0.16%
+1,300
109
$158K 0.12%
40,500
110
– –
-1,500
1 2 3 4
5