WMWM
Wilkins Miller Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
-0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.6M
AUM Growth
–
Cap. Flow
+$95.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.95%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$13.1M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.25M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.68M |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
$5.59M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Energy | 2.36% |
| 3 | Financials | 2.32% |
| 4 | Consumer Staples | 1.53% |
| 5 | Industrials | 1.22% |
