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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.65M
3
+$4.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.14%
2 Healthcare 12.32%
3 Consumer Staples 7.13%
4 Industrials 6.61%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.72M 6.05%
+27,825
2
$6.65M 5.99%
+37,437
3
$4.41M 3.98%
+234,360
4
$4.07M 3.67%
+18,002
5
$3.23M 2.91%
+12,682
6
$3.1M 2.8%
+55,430
7
$2.92M 2.63%
+8,677
8
$2.79M 2.52%
+84,680
9
$2.52M 2.27%
+7,849
10
$2.32M 2.09%
+13,352
11
$2.18M 1.96%
+25,921
12
$2.13M 1.92%
+13,020
13
$2.11M 1.9%
+7,881
14
$2.02M 1.82%
+21,583
15
$1.98M 1.79%
+27,699
16
$1.97M 1.77%
+11,488
17
$1.96M 1.77%
+13,923
18
$1.53M 1.38%
+17,600
19
$1.52M 1.37%
+16,813
20
$1.4M 1.26%
+22,852
21
$1.39M 1.26%
+28,191
22
$1.38M 1.25%
+5,350
23
$1.37M 1.23%
+5,545
24
$1.37M 1.23%
+7,963
25
$1.33M 1.2%
+44,515
1
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