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
$133M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.24M
3
+$4M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$3.5M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$3.47M

Top Sells

1
+$261K
2
+$229K
3
+$216K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$104K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$76.3K

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 Change
in Stake 		Capital Flow
BSCX icon
51
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$695M
$560K 0.42%
26,824
+3,197
AMZN icon
52
Amazon
AMZN
$2.27T
$538K 0.4%
+2,827
PG icon
53
Procter & Gamble
PG
$354B
$459K 0.34%
2,689
+7
VFMO icon
54
Vanguard US Momentum Factor ETF
VFMO
$1.16B
$455K 0.34%
2,999
+738
BSCP icon
55
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$445K 0.33%
21,528
-1,512
VO icon
56
Vanguard Mid-Cap ETF
VO
$87.5B
$435K 0.33%
1,682
+525
LLY icon
57
Eli Lilly
LLY
$720B
$423K 0.32%
512
-33
VYMI icon
58
Vanguard International High Dividend Yield ETF
VYMI
$12.3B
$391K 0.29%
+5,311
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.06T
$378K 0.28%
709
ORCL icon
60
Oracle
ORCL
$830B
$376K 0.28%
2,691
+3
EMR icon
61
Emerson Electric
EMR
$72.8B
$369K 0.28%
3,364
-318
XLK icon
62
Technology Select Sector SPDR Fund
XLK
$93.7B
$363K 0.27%
1,759
+1
LOW icon
63
Lowe's Companies
LOW
$137B
$360K 0.27%
1,545
+5
CSL icon
64
Carlisle Companies
CSL
$13.8B
$360K 0.27%
1,057
UNP icon
65
Union Pacific
UNP
$134B
$335K 0.25%
1,417
+4
JNJ icon
66
Johnson & Johnson
JNJ
$465B
$333K 0.25%
2,009
+1
MRK icon
67
Merck
MRK
$212B
$328K 0.25%
3,657
-110
FENY icon
68
Fidelity MSCI Energy Index ETF
FENY
$1.38B
$299K 0.22%
11,702
-1,558
SPYV icon
69
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$296K 0.22%
5,792
+1,625
V icon
70
Visa
V
$664B
$295K 0.22%
841
PM icon
71
Philip Morris
PM
$246B
$283K 0.21%
1,780
-199
SDY icon
72
SPDR S&P Dividend ETF
SDY
$20.2B
$276K 0.21%
2,035
+7
IWD icon
73
iShares Russell 1000 Value ETF
IWD
$64.4B
$266K 0.2%
1,412
GOOG icon
74
Alphabet (Google) Class C
GOOG
$3.07T
$265K 0.2%
1,693
+1
DTD icon
75
WisdomTree US Total Dividend Fund
DTD
$1.47B
$240K 0.18%
3,124
1 2
3
4