WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $168M
1-Year Est. Return 12.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.96%
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
+$851K
2
+$680K
3
+$677K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$555K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$503K

Top Sells

1
+$610K
2
+$400K
3
+$248K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$240K
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
51
$623K 0.42%
5,777
-23
52
$618K 0.42%
8,731
+24
53
$607K 0.41%
2,170
+488
54
$590K 0.4%
2,697
+6
55
$523K 0.36%
2,384
-443
56
$501K 0.34%
+1,645
57
$484K 0.33%
6,038
+727
58
$465K 0.32%
21,943
-4,881
59
$449K 0.31%
3,370
+6
60
$446K 0.3%
3,520
+2
61
$442K 0.3%
+5,005
62
$433K 0.29%
20,960
-568
63
$430K 0.29%
2,698
+9
64
$399K 0.27%
512
65
$395K 0.27%
1,057
66
$327K 0.22%
1,421
+4
67
$326K 0.22%
671
-38
68
$326K 0.22%
1,789
+9
69
$319K 0.22%
2,022
+144
70
$318K 0.22%
1,433
-112
71
$304K 0.21%
5,812
+20
72
$292K 0.2%
3,691
+34
73
$290K 0.2%
1,899
-110
74
$277K 0.19%
2,043
+8
75
$277K 0.19%
11,811
+109
1 2
3
4