WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 13.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$667K
3
+$646K
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$576K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$444K

Top Sells

1
+$387K
2
+$250K
3
+$244K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$144K
5
USRT icon
iShares Core US REIT ETF
USRT
+$66.5K

Sector Composition

1 Technology 3.05%
2 Financials 1.58%
3 Energy 1.36%
4 Consumer Discretionary 1.29%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$764K 0.47%
3,929
+8
52
$751K 0.47%
2,671
-26
53
$717K 0.44%
33,403
+11,460
54
$692K 0.43%
7,301
-22
55
$661K 0.41%
5,861
+84
56
$595K 0.37%
7,023
+985
57
$560K 0.35%
8,439
-292
58
$530K 0.33%
2,412
+28
59
$497K 0.31%
3,522
+2
60
$462K 0.29%
5,167
+162
61
$443K 0.27%
3,376
+6
62
$392K 0.24%
2,099
+77
63
$379K 0.23%
1,556
+17
64
$379K 0.23%
18,302
-2,658
65
$378K 0.23%
495
-17
66
$368K 0.23%
2,392
-306
67
$367K 0.23%
14,842
+3,031
68
$362K 0.22%
1,439
+6
69
$355K 0.22%
1,914
+15
70
$340K 0.21%
677
+6
71
$336K 0.21%
1,422
+1
72
$331K 0.2%
5,980
+168
73
$316K 0.2%
960
-97
74
$311K 0.19%
3,699
+8
75
$297K 0.18%
+14,132
1 2
3
4