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
$133M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.24M
3
+$4M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$3.5M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$3.47M

Top Sells

1
+$261K
2
+$229K
3
+$216K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$104K
5
SCHA icon
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
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$60.7B
$12.6M 9.44%
569,000
+4,921
SCHG icon
2
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$6.9M 5.19%
275,488
+15,325
BSCS icon
3
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.81B
$6.62M 4.98%
325,394
+296,501
IVV icon
4
iShares Core S&P 500 ETF
IVV
$660B
$6.36M 4.78%
11,312
-40
IBDV icon
5
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$5.58M 4.19%
256,721
-4,770
BSCT icon
6
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.32B
$5.09M 3.83%
274,790
+22,791
SPDW icon
7
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$4.61M 3.46%
126,503
+116,566
IBDW icon
8
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.84B
$4.57M 3.44%
220,293
+192,667
SCHA icon
9
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$4.33M 3.25%
184,635
-3,257
IBDU icon
10
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$4.16M 3.13%
179,764
+4,343
BSCU icon
11
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$4.01M 3.01%
241,583
+209,020
FNDX icon
12
Schwab Fundamental US Large Company Index ETF
FNDX
$20.7B
$4M 3.01%
169,329
-181
GSEW icon
13
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.33B
$3.74M 2.81%
49,215
+46,017
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$2.83M 2.13%
14,578
+13,378
BLV icon
15
Vanguard Long-Term Bond ETF
BLV
$5.82B
$2.76M 2.07%
39,198
+307
SCHB icon
16
Schwab US Broad Market ETF
SCHB
$37.2B
$2.5M 1.88%
115,965
+2,383
VYM icon
17
Vanguard High Dividend Yield ETF
VYM
$64.9B
$2.47M 1.86%
19,174
+1,313
AAPL icon
18
Apple
AAPL
$3.74T
$2.34M 1.76%
10,532
-25
BSCR icon
19
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.1B
$2.2M 1.66%
+112,427
SPYG icon
20
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$2M 1.51%
+24,917
IBDT icon
21
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$1.88M 1.41%
74,380
+10,021
SCHV icon
22
Schwab US Large-Cap Value ETF
SCHV
$14B
$1.88M 1.41%
70,668
+1,786
BSCV icon
23
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$1.79M 1.35%
109,950
+6,126
IBDY icon
24
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$864M
$1.68M 1.26%
65,550
+1,867
IBDX icon
25
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$1.54M 1.16%
61,823
+136
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