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
76
$274K 0.19%
1,412
77
$273K 0.19%
1,539
-154
78
$255K 0.17%
6,364
+28
79
$250K 0.17%
703
-138
80
$248K 0.17%
3,124
81
$227K 0.15%
+367
82
$216K 0.15%
+1,480
83
$214K 0.15%
+834
84
$209K 0.14%
+813
85
$204K 0.14%
+2,282
86
$203K 0.14%
10,408
87
$202K 0.14%
6,511
+32
88
$202K 0.14%
+273
89
$200K 0.14%
1,697
+7
90
– –
-682
91
– –
-8,213
92
– –
-2,233
1 2 3
4