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
$131M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$333K
3
+$296K
4
NVO icon
Novo Nordisk
NVO
+$291K
5
LLY icon
Eli Lilly
LLY
+$237K

Top Sells

1
+$254K
2
+$202K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$101K
5
LOW icon
Lowe's Companies
LOW
+$88.2K

Sector Composition

1 Technology 14.85%
2 Healthcare 14.38%
3 Industrials 6.22%
4 Consumer Staples 6.11%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.86M 7.56%
36,860
+1,456
2
$8.02M 6.15%
56,188
+2,037
3
$7.81M 5.98%
37,061
+94
4
$5.88M 4.51%
280,557
+14,145
5
$4.26M 3.26%
19,537
-25
6
$3.89M 2.98%
8,701
+8
7
$3.56M 2.73%
14,716
+200
8
$3.42M 2.62%
58,388
+2,950
9
$2.97M 2.27%
8,720
+159
10
$2.91M 2.23%
7,787
-10
11
$2.47M 1.89%
15,387
12
$2.36M 1.81%
12,925
-165
13
$2.3M 1.76%
16,290
+50
14
$2.11M 1.62%
30,972
-446
15
$2.1M 1.61%
6,312
+25
16
$2.1M 1.61%
12,709
-74
17
$2M 1.53%
12,116
-22
18
$1.99M 1.52%
13,634
+1,114
19
$1.79M 1.37%
7,564
20
$1.59M 1.22%
10,889
-691
21
$1.56M 1.2%
21,205
-700
22
$1.51M 1.16%
17,118
+500
23
$1.39M 1.06%
5,850
-150
24
$1.37M 1.05%
20,218
-351
25
$1.36M 1.05%
2,679
1
2 3 4 5