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
$119M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$356K
3
+$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
META icon
Meta Platforms (Facebook)
META
+$230K

Top Sells

1
+$209K
2
+$75.6K
3
+$41.3K
4
DUK icon
Duke Energy
DUK
+$32.5K
5
XOM icon
Exxon Mobil
XOM
+$32K

Sector Composition

1 Technology 14.54%
2 Healthcare 14.15%
3 Industrials 7.03%
4 Consumer Staples 6.42%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.96M 6.71%
33,570
+1,109
2
$7.47M 6.29%
38,792
+1,848
3
$5.86M 4.93%
56,621
+415
4
$4.82M 4.06%
259,752
+3,300
5
$4.2M 3.53%
19,672
+525
6
$3.36M 2.83%
14,426
+500
7
$3.21M 2.7%
8,528
+90
8
$2.97M 2.5%
52,963
+3,110
9
$2.72M 2.29%
9,090
10
$2.4M 2.03%
7,734
+27
11
$2.31M 1.95%
13,622
+1
12
$2.31M 1.94%
15,442
-4
13
$2.15M 1.81%
12,639
+8
14
$2.1M 1.77%
33,144
-146
15
$2.06M 1.74%
6,981
16
$1.92M 1.62%
13,100
17
$1.91M 1.61%
12,217
18
$1.86M 1.57%
17,640
+200
19
$1.6M 1.35%
6,100
20
$1.59M 1.34%
11,670
+395
21
$1.54M 1.3%
17,983
22
$1.53M 1.29%
22,300
-600
23
$1.43M 1.21%
13,009
-200
24
$1.36M 1.15%
2,589
25
$1.35M 1.14%
22,193
+101
1
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