WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $133M
AUM
$133M
AUM Growth
+$37.4M
Cap. Flow
+$39.9M
Cap. Flow %
30.01%
Top 10 Hldgs %
45.68%
Holding
85
New
14
Increased
46
Reduced
15
Closed
2

Top Buys

1
$6.03M
2
$4.24M
3
$4M
4
$3.5M
5
$3.47M

Top Sells

1
$216K
2
$104K
3
$76.3K
4
$73.7K
5
$39.8K

Sector Composition

1Technology2.9%
2Energy1.91%
3Financials1.56%
4Consumer Discretionary1.53%
5Consumer Staples1.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$12.6M9.44%569,000
+4,921
+0.9%
+$109K
$6.9M5.19%275,488
+15,325
+6%
+$384K
$6.62M4.98%325,394
+296,501
+1,026%
+$6.03M
$6.36M4.78%11,312
-40
-0.4%
-$22.5K
$5.58M4.19%256,721
-4,770
-2%
-$104K
$5.09M3.83%274,790
+22,791
+9%
+$422K
$4.61M3.46%126,503
+116,566
+1,173%
+$4.24M
$4.57M3.44%220,293
+192,667
+697%
+$4M
$4.33M3.25%184,635
-3,257
-2%
-$76.3K
$4.16M3.13%179,764
+4,343
+2%
+$100K
$4.01M3.01%241,583
+209,020
+642%
+$3.47M
$4M3.01%169,329
-181
-0.1%
-$4.27K
$3.74M2.81%49,215
+46,017
+1,439%
+$3.5M
$2.83M2.13%14,578
+13,378
+1,115%
+$2.6M
$2.76M2.07%39,198
+307
+0.8%
+$21.6K
$2.5M1.88%115,965
+2,383
+2%
+$51.3K
$2.47M1.86%19,174
+1,313
+7%
+$169K
$2.34M1.76%10,532
-25
-0.2%
-$5.55K
$2.2M1.66%112,427 New
+$2.2M
$2M1.51%24,917 New
+$2M
$1.88M1.41%74,380
+10,021
+16%
+$253K
$1.88M1.41%70,668
+1,786
+3%
+$47.5K
$1.79M1.35%109,950
+6,126
+6%
+$99.9K
$1.68M1.26%65,550
+1,867
+3%
+$47.7K
$1.54M1.16%61,823
+136
+0.2%
+$3.4K
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