WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
+6.59%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+11%)
Cap. Flow
+$7.27M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
120
New
11
Increased
28
Reduced
40
Closed
2
Top Buys
Top Sells
| 1 |
Intel
INTC
|
$278K |
| 2 |
Nucor
NUE
|
$211K |
| 3 |
Oracle
ORCL
|
$108K |
| 4 |
United Rentals
URI
|
$79.4K |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$67.5K |
Sector Composition
| 1 | Technology | 14.05% |
| 2 | Healthcare | 12.77% |
| 3 | Industrials | 6.16% |
| 4 | Consumer Staples | 6% |
| 5 | Financials | 3.39% |
