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
$131M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$333K
3
+$296K
4
NVO icon
Novo Nordisk
NVO
+$291K
5
LLY icon
Eli Lilly
LLY
+$237K

Top Sells

1
+$254K
2
+$202K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$101K
5
LOW icon
Lowe's Companies
LOW
+$88.2K

Sector Composition

1 Technology 14.85%
2 Healthcare 14.38%
3 Industrials 6.22%
4 Consumer Staples 6.11%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.19%
2,125
+400
102
$233K 0.18%
4,225
103
$224K 0.17%
+1,816
104
$217K 0.17%
2,500
105
$211K 0.16%
1,335
-65
106
$210K 0.16%
1,650
107
$202K 0.16%
2,025
-100
108
$145K 0.11%
38,000
-2,500
109
– –
-802
110
– –
-2,912
111
– –
-1,300
1 2 3 4
5