WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $147M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$743K
3
+$717K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$589K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$559K

Top Sells

1
+$623K
2
+$408K
3
+$252K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$244K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$225K

Sector Composition

1 Technology 2.82%
2 Financials 1.49%
3 Energy 1.37%
4 Consumer Discretionary 1.32%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$52.4B
$1.56M 1.06%
70,418
+1,710
IBDX icon
27
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$1.4M 0.95%
55,345
-6,478
SPLG icon
28
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$1.39M 0.95%
19,175
+2,869
BSCW icon
29
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.06B
$1.28M 0.87%
62,338
+24,738
VFMO icon
30
Vanguard US Momentum Factor ETF
VFMO
$1.16B
$1.26M 0.86%
7,306
+4,307
SPYD icon
31
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$1.2M 0.82%
28,373
+69
CVX icon
32
Chevron
CVX
$308B
$1.19M 0.81%
8,338
-67
MSFT icon
33
Microsoft
MSFT
$3.82T
$1.16M 0.79%
2,336
-173
QUS icon
34
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.15M 0.78%
7,065
+640
IJR icon
35
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$1.13M 0.77%
10,311
+4,124
VOO icon
36
Vanguard S&P 500 ETF
VOO
$757B
$1.11M 0.76%
1,957
+448
QQQ icon
37
Invesco QQQ Trust
QQQ
$384B
$1.11M 0.75%
2,009
+18
HD icon
38
Home Depot
HD
$390B
$1.09M 0.74%
2,980
-131
SCHE icon
39
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$1.09M 0.74%
36,251
-693
IBDY icon
40
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$864M
$1.08M 0.73%
41,502
-24,048
USRT icon
41
iShares Core US REIT ETF
USRT
$3.17B
$1.07M 0.73%
18,987
+23
BSJP icon
42
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$1.02M 0.69%
44,200
-2,735
BIV icon
43
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$924K 0.63%
11,947
+3,269
SCHM icon
44
Schwab US Mid-Cap ETF
SCHM
$13.4B
$909K 0.62%
32,407
-60
BSJQ icon
45
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$813K 0.55%
34,827
-1,977
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$70B
$758K 0.52%
28,597
-526
QUAL icon
47
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$717K 0.49%
+3,921
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$3.06T
$707K 0.48%
4,014
-167
ITOT icon
49
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$674K 0.46%
4,991
+209
SO icon
50
Southern Company
SO
$108B
$673K 0.46%
7,323
-52
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