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
$165M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$403K
3
+$229K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$184K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$166K

Top Sells

1
+$460K
2
+$347K
3
+$322K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$302K
5
MS icon
Morgan Stanley
MS
+$211K

Sector Composition

1 Technology 2.49%
2 Energy 1.79%
3 Financials 1.51%
4 Industrials 1.13%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
76
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$285K 0.17%
1,951
-36
BSCQ icon
77
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.82B
$259K 0.16%
13,281
-1,383
DTD icon
78
WisdomTree US Total Dividend Fund
DTD
$1.6B
$259K 0.16%
2,999
FNDF icon
79
Schwab Fundamental International Large Company Index ETF
FNDF
$23.7B
$243K 0.15%
4,975
NSC icon
80
Norfolk Southern
NSC
$70.4B
$241K 0.15%
840
+2
IBDZ
81
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$874M
$237K 0.14%
9,100
-77
EPD icon
82
Enterprise Products Partners
EPD
$81.8B
$236K 0.14%
6,238
-339
BNY
83
Bank of New York Mellon
BNY
$97.7B
$229K 0.14%
1,932
+8
GE icon
84
GE Aerospace
GE
$342B
$228K 0.14%
804
+1
DUK icon
85
Duke Energy
DUK
$96.8B
$225K 0.14%
1,718
+5
AMGN icon
86
Amgen
AMGN
$189B
$219K 0.13%
622
+3
SPY icon
87
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$216K 0.13%
332
-35
V icon
88
Visa
V
$615B
$215K 0.13%
711
+1
SPYV icon
89
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$205K 0.12%
3,631
-39
AXP icon
90
American Express
AXP
$212B
– –
-550
MS icon
91
Morgan Stanley
MS
$334B
– –
-1,187
TLT icon
92
iShares 20+ Year Treasury Bond ETF
TLT
$43B
– –
-3,983
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