WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$249K
3
+$226K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$221K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$219K

Top Sells

1
+$285K
2
+$214K
3
+$173K
4
AAPL icon
Apple
AAPL
+$153K
5
WMT icon
Walmart Inc
WMT
+$88K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Industrials 6.19%
4 Consumer Staples 5.39%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.17%
1,000
102
$245K 0.17%
805
103
$234K 0.16%
2,500
104
$226K 0.16%
+3,775
105
$221K 0.15%
+1,735
106
$219K 0.15%
+5,150
107
$219K 0.15%
+5,315
108
$216K 0.15%
1,200
109
$151K 0.11%
38,000
110
– –
-1,650
111
– –
-2,100
1 2 3 4
5