WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 13.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$667K
3
+$646K
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$576K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$444K

Top Sells

1
+$387K
2
+$250K
3
+$244K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$144K
5
USRT icon
iShares Core US REIT ETF
USRT
+$66.5K

Sector Composition

1 Technology 3.05%
2 Financials 1.58%
3 Energy 1.36%
4 Consumer Discretionary 1.29%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.09%
5,596
+30
27
$1.74M 1.08%
74,846
+4,428
28
$1.62M 1%
63,188
+7,843
29
$1.59M 0.98%
20,282
+1,107
30
$1.59M 0.98%
20,565
+8,618
31
$1.48M 0.92%
12,618
+2,307
32
$1.43M 0.89%
54,719
+13,217
33
$1.33M 0.83%
8,582
+244
34
$1.26M 0.78%
28,567
+194
35
$1.22M 0.75%
2,350
+14
36
$1.21M 0.75%
7,065
37
$1.21M 0.75%
2,010
+1
38
$1.2M 0.74%
2,954
-26
39
$1.19M 0.74%
15,122
-4,925
40
$1.19M 0.74%
35,503
-748
41
$1.17M 0.72%
1,908
-49
42
$1.05M 0.65%
17,829
-1,158
43
$1.02M 0.63%
34,325
+1,918
44
$985K 0.61%
4,052
+38
45
$968K 0.6%
41,993
-2,207
46
$883K 0.55%
6,060
+1,069
47
$808K 0.5%
2,294
+649
48
$782K 0.48%
10,876
+2,196
49
$776K 0.48%
28,429
-168
50
$765K 0.47%
32,676
-2,151
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