WMWM
Wilkins Miller Wealth Management Portfolio holdings
AUM
$147M
1 Year Est. Return
–
AUM
$133M
AUM Growth
+$37.4M
(+39%)
Holding
85
Top Buys
| 1 | +$6.03M | |
| 2 | +$4.24M | |
| 3 | +$4M | |
| 4 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
+$3.5M |
| 5 |
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
|
+$3.47M |
Top Sells
| 1 | +$261K | |
| 2 | +$229K | |
| 3 | +$216K | |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$104K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Schwab Fundamental International Large Company Index ETF
FNDF
$18.4B
| $229K | 0.17% |
6,336
-554
|
|
||
77
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
| $225K | 0.17% |
8,213
+16
|
|
||
78
Oneok
OKE
$42.9B
| $222K | 0.17% |
2,233
+13
|
|
||
79
Enterprise Products Partners
EPD
$65.4B
| $221K | 0.17% |
6,479
+29
|
|
||
80
Amgen
AMGN
$161B
| $213K | 0.16% |
+682
|
|
||
81
Duke Energy
DUK
$99.9B
| $206K | 0.16% |
+1,690
|
|
||
82
NVIDIA
NVDA
$4.46T
| $204K | 0.15% |
1,878
|
|
||
83
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
| $203K | 0.15% |
+10,408
|
|
||
84
Globe Life
GL
$10.9B
| – | – |
-2,340
|
|
||
85
PepsiCo
PEP
$210B
| – | – |
-1,509
|
|