WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $147M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.25M
3
+$6.68M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.59M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.6%
2 Energy 2.36%
3 Financials 2.32%
4 Consumer Staples 1.53%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 13.68%
+564,079
2
$7.25M 7.58%
+260,163
3
$6.68M 6.99%
+11,352
4
$5.59M 5.84%
+261,491
5
$4.86M 5.08%
+187,892
6
$4.62M 4.83%
+251,999
7
$4.01M 4.2%
+169,510
8
$4M 4.18%
+175,421
9
$2.66M 2.78%
+38,891
10
$2.64M 2.77%
+10,557
11
$2.58M 2.7%
+113,582
12
$2.28M 2.38%
+17,861
13
$1.8M 1.88%
+68,882
14
$1.67M 1.74%
+103,824
15
$1.6M 1.68%
+64,359
16
$1.6M 1.67%
+63,683
17
$1.52M 1.59%
+61,687
18
$1.37M 1.43%
+5,714
19
$1.3M 1.36%
+56,296
20
$1.21M 1.26%
+8,342
21
$1.21M 1.26%
+65,264
22
$1.05M 1.1%
+2,494
23
$1.02M 1.07%
+1,991
24
$992K 1.04%
+37,237
25
$931K 0.97%
+39,980
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