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
$147M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$743K
3
+$717K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$589K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$559K

Top Sells

1
+$623K
2
+$408K
3
+$252K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$244K
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
XOM icon
51
Exxon Mobil
XOM
$479B
$623K 0.42%
5,777
-23
KO icon
52
Coca-Cola
KO
$295B
$618K 0.42%
8,731
+24
VO icon
53
Vanguard Mid-Cap ETF
VO
$87.5B
$607K 0.41%
2,170
+488
ORCL icon
54
Oracle
ORCL
$830B
$590K 0.4%
2,697
+6
AMZN icon
55
Amazon
AMZN
$2.27T
$523K 0.36%
2,384
-443
GLD icon
56
SPDR Gold Trust
GLD
$135B
$501K 0.34%
+1,645
VYMI icon
57
Vanguard International High Dividend Yield ETF
VYMI
$12.3B
$484K 0.33%
6,038
+727
BSCX icon
58
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$695M
$465K 0.32%
21,943
-4,881
EMR icon
59
Emerson Electric
EMR
$72.8B
$449K 0.31%
3,370
+6
XLK icon
60
Technology Select Sector SPDR Fund
XLK
$93.7B
$446K 0.3%
1,760
+1
TLT icon
61
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$442K 0.3%
+5,005
BSCP icon
62
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$433K 0.29%
20,960
-568
PG icon
63
Procter & Gamble
PG
$354B
$430K 0.29%
2,698
+9
LLY icon
64
Eli Lilly
LLY
$720B
$399K 0.27%
512
CSL icon
65
Carlisle Companies
CSL
$13.8B
$395K 0.27%
1,057
UNP icon
66
Union Pacific
UNP
$134B
$327K 0.22%
1,421
+4
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.06T
$326K 0.22%
671
-38
PM icon
68
Philip Morris
PM
$246B
$326K 0.22%
1,789
+9
NVDA icon
69
NVIDIA
NVDA
$4.46T
$319K 0.22%
2,022
+144
LOW icon
70
Lowe's Companies
LOW
$137B
$318K 0.22%
1,433
-112
SPYV icon
71
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$304K 0.21%
5,812
+20
MRK icon
72
Merck
MRK
$212B
$292K 0.2%
3,691
+34
JNJ icon
73
Johnson & Johnson
JNJ
$465B
$290K 0.2%
1,899
-110
SDY icon
74
SPDR S&P Dividend ETF
SDY
$20.2B
$277K 0.19%
2,043
+8
FENY icon
75
Fidelity MSCI Energy Index ETF
FENY
$1.38B
$277K 0.19%
11,811
+109
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3
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