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WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$585K
2
+$297K
3
+$255K
4
VDE icon
Vanguard Energy ETF
VDE
+$203K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$196K

Top Sells

1
+$345K
2
+$330K
3
+$186K
4
AAPL icon
Apple
AAPL
+$138K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Technology 15.04%
2 Healthcare 9.13%
3 Industrials 6.22%
4 Consumer Staples 4.78%
5 Financials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.17%
1,000
102
$259K 0.17%
+1,680
103
$259K 0.17%
1,735
104
$257K 0.17%
5,104
-6,875
105
$248K 0.16%
2,500
106
$243K 0.16%
5,315
107
$234K 0.15%
3,575
-200
108
$229K 0.15%
1,200
109
$216K 0.14%
4,750
-400
110
$208K 0.14%
+1,650
111
$201K 0.13%
+3,992
112
$201K 0.13%
+4,700
113
$201K 0.13%
+985
114
$139K 0.09%
36,100
-1,900
1 2 3 4
5