WMWM

Wilkins Miller Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
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
1
$12.6M 9.44%
569,000
+4,921
2
$6.9M 5.19%
275,488
+15,325
3
$6.62M 4.98%
325,394
+296,501
4
$6.36M 4.78%
11,312
-40
5
$5.58M 4.19%
256,721
-4,770
6
$5.09M 3.83%
274,790
+22,791
7
$4.61M 3.46%
126,503
+116,566
8
$4.57M 3.44%
220,293
+192,667
9
$4.33M 3.25%
184,635
-3,257
10
$4.16M 3.13%
179,764
+4,343
11
$4.01M 3.01%
241,583
+209,020
12
$4M 3.01%
169,329
-181
13
$3.74M 2.81%
49,215
+46,017
14
$2.83M 2.13%
14,578
+13,378
15
$2.76M 2.07%
39,198
+307
16
$2.5M 1.88%
115,965
+2,383
17
$2.47M 1.86%
19,174
+1,313
18
$2.34M 1.76%
10,532
-25
19
$2.2M 1.66%
+112,427
20
$2M 1.51%
+24,917
21
$1.88M 1.41%
74,380
+10,021
22
$1.88M 1.41%
70,668
+1,786
23
$1.79M 1.35%
109,950
+6,126
24
$1.68M 1.26%
65,550
+1,867
25
$1.54M 1.16%
61,823
+136
1
2 3 4