WMWM
Wilkins Miller Wealth Management Portfolio holdings
AUM $133M
AUM
$133M
AUM Growth
+$37.4M (+39%)
Cap. Flow
+$39.9M
Cap. Flow % of AUM
30.01%
Top 10 Holdings %Top 10 Hldgs %
45.68%
Holding
85
New
14
Increased
46
Reduced
15
Closed
2
Top Buys
| 1 | $6.03M | |
| 2 | $4.24M | |
| 3 | $4M | |
| 4 | $3.5M | |
| 5 | $3.47M |
Top Sells
| 1 | $216K | |
| 2 | $104K | |
| 3 | $76.3K | |
| 4 | $73.7K | |
| 5 | $39.8K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $560K | 0.42% | 26,824 +3,197 | +14% | +$66.8K | |||
| $538K | 0.4% | 2,827 | New | +$538K | |||
| $459K | 0.34% | 2,689 +7 | +0.3% | +$1.19K | |||
| $455K | 0.34% | 2,999 +738 | +33% | +$112K | |||
| $445K | 0.33% | 21,528 -1,512 | -7% | -$31.3K | |||
| $435K | 0.33% | 1,682 +525 | +45% | +$136K | |||
| $423K | 0.32% | 512 -33 | -6% | -$27.3K | |||
| $391K | 0.29% | 5,311 | New | +$391K | |||
| $378K | 0.28% | 709 | – | – | |||
| $376K | 0.28% | 2,691 +3 | +0.1% | +$420 | |||
| $369K | 0.28% | 3,364 -318 | -9% | -$34.9K | |||
| $363K | 0.27% | 1,759 +1 | +0.1% | +$207 | |||
| $360K | 0.27% | 1,545 +5 | +0.3% | +$1.17K | |||
| $360K | 0.27% | 1,057 | – | – | |||
| $335K | 0.25% | 1,417 +4 | +0.3% | +$945 | |||
| $333K | 0.25% | 2,009 +1 | +0.1% | +$166 | |||
| $328K | 0.25% | 3,657 -110 | -3% | -$9.88K | |||
| $299K | 0.22% | 11,702 -1,558 | -12% | -$39.8K | |||
| $296K | 0.22% | 5,792 +1,625 | +39% | +$83K | |||
| $295K | 0.22% | 841 | – | – | |||
| $283K | 0.21% | 1,780 -199 | -10% | -$31.6K | |||
| $276K | 0.21% | 2,035 +7 | +0.4% | +$950 | |||
| $266K | 0.2% | 1,412 | – | – | |||
| $265K | 0.2% | 1,693 +1 | +0.1% | +$156 | |||
| $240K | 0.18% | 3,124 | – | – |
