WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $168M
1-Year Est. Return 12.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.96%
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
+$851K
2
+$680K
3
+$677K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$555K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$503K

Top Sells

1
+$610K
2
+$400K
3
+$248K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$240K
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
26
$1.56M 1.06%
70,418
+1,710
27
$1.4M 0.95%
55,345
-6,478
28
$1.39M 0.95%
19,175
+2,869
29
$1.28M 0.87%
62,338
+24,738
30
$1.26M 0.86%
7,306
+4,307
31
$1.2M 0.82%
28,373
+69
32
$1.19M 0.81%
8,338
-67
33
$1.16M 0.79%
2,336
-173
34
$1.15M 0.78%
7,065
+640
35
$1.13M 0.77%
10,311
+4,124
36
$1.11M 0.76%
1,957
+448
37
$1.11M 0.75%
2,009
+18
38
$1.09M 0.74%
2,980
-131
39
$1.09M 0.74%
36,251
-693
40
$1.08M 0.73%
41,502
-24,048
41
$1.07M 0.73%
18,987
+23
42
$1.02M 0.69%
44,200
-2,735
43
$924K 0.63%
11,947
+3,269
44
$909K 0.62%
32,407
-60
45
$813K 0.55%
34,827
-1,977
46
$758K 0.52%
28,597
-526
47
$717K 0.49%
+3,921
48
$707K 0.48%
4,014
-167
49
$674K 0.46%
4,991
+209
50
$673K 0.46%
7,323
-52
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