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
1
$14.8M 10.09%
606,647
+37,647
2
$8.47M 5.76%
289,841
+14,353
3
$6.99M 4.76%
11,259
-53
4
$6.74M 4.59%
328,971
+3,577
5
$5.39M 3.67%
245,277
-11,444
6
$5.27M 3.59%
130,206
+3,703
7
$5.24M 3.56%
280,049
+5,259
8
$4.6M 3.13%
56,443
+7,228
9
$4.45M 3.03%
175,775
-8,860
10
$4.39M 2.99%
208,691
-11,602
11
$4.28M 2.91%
174,270
+4,941
12
$4.22M 2.87%
251,492
+9,909
13
$4.11M 2.8%
176,304
-3,460
14
$3.11M 2.11%
15,175
+597
15
$2.95M 2.01%
123,814
+7,849
16
$2.93M 2%
30,783
+5,866
17
$2.85M 1.94%
21,353
+2,179
18
$2.32M 1.58%
33,331
-5,867
19
$2.26M 1.53%
114,769
+2,342
20
$2.18M 1.48%
78,760
+8,092
21
$2.17M 1.48%
131,339
+21,389
22
$2.07M 1.41%
10,107
-425
23
$1.87M 1.27%
73,657
-723
24
$1.61M 1.1%
5,566
-168
25
$1.58M 1.07%
20,047
+1,066
1
2 3 4