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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.25M
3
+$6.68M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.59M
5
SCHA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$794K 0.83%
+29,055
27
$791K 0.83%
+4,178
28
$673K 0.7%
+33,460
29
$622K 0.65%
+5,784
30
$607K 0.63%
+7,369
31
$582K 0.61%
+28,893
32
$574K 0.6%
+4,460
33
$562K 0.59%
+27,626
34
$542K 0.57%
+8,707
35
$533K 0.56%
+32,563
36
$522K 0.55%
+4,534
37
$487K 0.51%
+23,627
38
$486K 0.51%
+6,499
39
$476K 0.5%
+23,040
40
$456K 0.48%
+3,682
41
$450K 0.47%
+2,682
42
$448K 0.47%
+2,688
43
$421K 0.44%
+545
44
$409K 0.43%
+1,758
45
$390K 0.41%
+1,057
46
$380K 0.4%
+1,540
47
$375K 0.39%
+3,767
48
$372K 0.39%
+2,261
49
$339K 0.35%
+9,937
50
$322K 0.34%
+1,413
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