WMWM
Wilkins Miller Wealth Management Portfolio holdings
AUM $133M
AUM
$133M
AUM Growth
+$37.4M (+39%)
Cap. Flow
+$39.9M
Cap. Flow % of AUM
30.01%
Top 10 Holdings %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
| 1 | Technology | 2.9% |
| 2 | Energy | 1.91% |
| 3 | Financials | 1.56% |
| 4 | Consumer Discretionary | 1.53% |
| 5 | Consumer Staples | 1.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.49M | 1.12% | 18,981 +14,951 | +371% | +$1.17M | |||
| $1.41M | 1.06% | 5,734 +20 | +0.4% | +$4.91K | |||
| $1.41M | 1.06% | 8,405 +63 | +0.8% | +$10.5K | |||
| $1.36M | 1.02% | 68,708 +3,444 | +5% | +$68.1K | |||
| $1.25M | 0.94% | 28,304 | New | +$1.25M | |||
| $1.14M | 0.86% | 3,111 | New | +$1.14M | |||
| $1.09M | 0.82% | 18,964 | New | +$1.09M | |||
| $1.08M | 0.81% | 46,935 -9,361 | -17% | -$216K | |||
| $1.07M | 0.81% | 16,306 | New | +$1.07M | |||
| $1.02M | 0.77% | 36,944 -293 | -0.8% | -$8.08K | |||
| $1.01M | 0.76% | 6,425 | New | +$1.01M | |||
| $942K | 0.71% | 2,509 +15 | +0.6% | +$5.63K | |||
| $934K | 0.7% | 1,991 | – | – | |||
| $853K | 0.64% | 36,804 -3,176 | -8% | -$73.7K | |||
| $851K | 0.64% | 32,467 | New | +$851K | |||
| $814K | 0.61% | 29,123 +68 | +0.2% | +$1.9K | |||
| $776K | 0.58% | 1,509 | New | +$776K | |||
| $766K | 0.58% | 37,600 +4,140 | +12% | +$84.3K | |||
| $690K | 0.52% | 5,800 +16 | +0.3% | +$1.9K | |||
| $678K | 0.51% | 7,375 +6 | +0.1% | +$552 | |||
| $664K | 0.5% | 8,678 +2,179 | +34% | +$167K | |||
| $647K | 0.49% | 6,187 +1,653 | +36% | +$173K | |||
| $647K | 0.49% | 4,181 +3 | +0.1% | +$464 | |||
| $624K | 0.47% | 8,707 | – | – | |||
| $584K | 0.44% | 4,782 +322 | +7% | +$39.3K |
