WMWM
Wilkins Miller Wealth Management Portfolio holdings
AUM $133M
AUM
$133M
AUM Growth
+$37.4M (+39%)
Cap. Flow
+$39.9M
Cap. Flow % of AUM
30.01%
Top 10 Holdings %Top 10 Hldgs %
45.68%
Holding
85
New
14
Increased
46
Reduced
15
Closed
2
Top Buys
| 1 | $6.03M | |
| 2 | $4.24M | |
| 3 | $4M | |
| 4 | $3.5M | |
| 5 | $3.47M |
Top Sells
| 1 | $216K | |
| 2 | $104K | |
| 3 | $76.3K | |
| 4 | $73.7K | |
| 5 | $39.8K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $229K | 0.17% | 6,336 -554 | -8% | -$20K | |||
| $225K | 0.17% | 8,213 +16 | +0.2% | +$438 | |||
| $222K | 0.17% | 2,233 +13 | +0.6% | +$1.29K | |||
| $221K | 0.17% | 6,479 +29 | +0.5% | +$990 | |||
| $213K | 0.16% | 682 | New | +$213K | |||
| $206K | 0.15% | 1,690 | New | +$206K | |||
| $204K | 0.15% | 1,878 | – | – | |||
| $203K | 0.15% | 10,408 | New | +$203K | |||
| $0 | 0% | 0 -2,340 | Closed | – | |||
| $0 | 0% | 0 -1,509 | Closed | – |
