WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.24M
3
+$4M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$3.5M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$3.47M

Top Sells

1
+$261K
2
+$229K
3
+$216K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$104K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$76.3K

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 Change
in Stake 		Capital Flow
26
$1.49M 1.12%
18,981
+14,951
27
$1.41M 1.06%
5,734
+20
28
$1.41M 1.06%
8,405
+63
29
$1.36M 1.02%
68,708
+3,444
30
$1.25M 0.94%
+28,304
31
$1.14M 0.86%
+3,111
32
$1.09M 0.82%
+18,964
33
$1.08M 0.81%
46,935
-9,361
34
$1.07M 0.81%
+16,306
35
$1.02M 0.77%
36,944
-293
36
$1.01M 0.76%
+6,425
37
$942K 0.71%
2,509
+15
38
$934K 0.7%
1,991
39
$853K 0.64%
36,804
-3,176
40
$851K 0.64%
+32,467
41
$814K 0.61%
29,123
+68
42
$776K 0.58%
+1,509
43
$766K 0.58%
37,600
+4,140
44
$690K 0.52%
5,800
+16
45
$678K 0.51%
7,375
+6
46
$664K 0.5%
8,678
+2,179
47
$647K 0.49%
6,187
+1,653
48
$647K 0.49%
4,181
+3
49
$624K 0.47%
8,707
50
$584K 0.44%
4,782
+322
1
2
3 4