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
$134M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$232K
3
+$230K
4
HWM icon
Howmet Aerospace
HWM
+$203K
5
DGX icon
Quest Diagnostics
DGX
+$203K

Top Sells

1
+$524K
2
+$279K
3
+$278K
4
VFH icon
Vanguard Financials ETF
VFH
+$239K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 13.36%
2 Healthcare 11.37%
3 Industrials 6.09%
4 Consumer Staples 5.98%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.17%
+3,150
102
$220K 0.16%
2,500
103
$214K 0.16%
1,650
104
$203K 0.15%
+1,566
105
$203K 0.15%
+1,200
106
$151K 0.11%
38,000
107
– –
-2,025
108
– –
-3,775
109
– –
-1,771
110
– –
-2,135
111
– –
-5,420
112
– –
-500
113
– –
-5,315
1 2 3 4
5