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
76
$292K 0.18%
1,800
+11
77
$290K 0.18%
2,070
+27
78
$287K 0.18%
1,412
79
$266K 0.16%
13,600
+3,192
80
$252K 0.16%
2,999
-125
81
$251K 0.16%
836
+2
82
$249K 0.15%
1,490
+10
83
$246K 0.15%
818
+5
84
$245K 0.15%
368
+1
85
$242K 0.15%
709
+6
86
$241K 0.15%
+9,087
87
$235K 0.15%
5,463
-901
88
$213K 0.13%
2,282
89
$211K 0.13%
1,707
+10
90
$209K 0.13%
+1,914
91
$206K 0.13%
280
+7
92
$205K 0.13%
6,544
+33
1 2 3
4