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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
1
$17.6M 11.57%
53,626
+617
2
$8.7M 5.72%
34,181
-609
3
$6.68M 4.39%
259,904
-3,539
4
$5M 3.29%
19,672
-200
5
$4.64M 3.05%
63,204
-400
6
$4.51M 2.96%
63,188
+405
7
$4.22M 2.77%
14,988
+8
8
$4.13M 2.72%
7,981
-99
9
$3.57M 2.35%
44,670
-1,530
10
$3.42M 2.25%
15,851
-143
11
$3.28M 2.16%
17,594
+1,641
12
$3.12M 2.05%
8,437
-330
13
$2.85M 1.88%
5,981
-50
14
$2.85M 1.88%
20,702
+4,400
15
$2.84M 1.87%
51,153
-2,185
16
$2.59M 1.7%
59,368
-594
17
$2.19M 1.44%
15,714
-1,375
18
$2.04M 1.34%
14,446
+818
19
$1.84M 1.21%
33,976
-400
20
$1.84M 1.21%
9,926
-175
21
$1.74M 1.14%
11,293
-399
22
$1.72M 1.13%
16,662
-500
23
$1.69M 1.11%
12,064
-349
24
$1.53M 1%
5,850
25
$1.5M 0.98%
7,314
1
2 3 4 5