WBCM
Wilson & Boucher Capital Management Portfolio holdings
AUM
$143M
This Quarter Return
-1.41%
1 Year Return
+11.2%
3 Year Return
+55.94%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-2.7%)
Cap. Flow
+$5.47M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
40.61%
Holding
118
New
–
Increased
25
Reduced
37
Closed
8
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$4.29M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.24M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$567K |
| 4 |
Schwab International Equity ETF
SCHF
|
$561K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$503K |
Top Sells
| 1 |
Schwab International Small-Cap Equity ETF
SCHC
|
$320K |
| 2 |
Uber
UBER
|
$237K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$220K |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$214K |
| 5 |
Medtronic
MDT
|
$199K |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Healthcare | 10.78% |
| 3 | Industrials | 6.16% |
| 4 | Consumer Staples | 5.89% |
| 5 | Financials | 3.82% |
