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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.25M
3
+$6.68M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.59M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.6%
2 Energy 2.36%
3 Financials 2.32%
4 Consumer Staples 1.53%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.34%
+1,692
52
$321K 0.34%
+709
53
$316K 0.33%
+13,260
54
$311K 0.33%
+4,030
55
$306K 0.32%
+1,157
56
$291K 0.3%
+2,008
57
$268K 0.28%
+2,028
58
$266K 0.28%
+841
59
$261K 0.27%
+1,412
60
$261K 0.27%
+2,340
61
$252K 0.26%
+1,878
62
$247K 0.26%
+3,198
63
$243K 0.25%
+8,197
64
$238K 0.25%
+1,979
65
$237K 0.25%
+3,124
66
$235K 0.25%
+1,200
67
$229K 0.24%
+1,509
68
$229K 0.24%
+6,890
69
$223K 0.23%
+2,220
70
$213K 0.22%
+4,167
71
$202K 0.21%
+6,450
1 2
3