WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
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
51
$560K 0.42%
26,824
+3,197
52
$538K 0.4%
+2,827
53
$459K 0.34%
2,689
+7
54
$455K 0.34%
2,999
+738
55
$445K 0.33%
21,528
-1,512
56
$435K 0.33%
1,682
+525
57
$423K 0.32%
512
-33
58
$391K 0.29%
+5,311
59
$378K 0.28%
709
60
$376K 0.28%
2,691
+3
61
$369K 0.28%
3,364
-318
62
$363K 0.27%
1,759
+1
63
$360K 0.27%
1,545
+5
64
$360K 0.27%
1,057
65
$335K 0.25%
1,417
+4
66
$333K 0.25%
2,009
+1
67
$328K 0.25%
3,657
-110
68
$299K 0.22%
11,702
-1,558
69
$296K 0.22%
5,792
+1,625
70
$295K 0.22%
841
71
$283K 0.21%
1,780
-199
72
$276K 0.21%
2,035
+7
73
$266K 0.2%
1,412
74
$265K 0.2%
1,693
+1
75
$240K 0.18%
3,124
1 2
3
4