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
1
$16.2M 10.01%
610,261
+3,614
2
$9.46M 5.86%
296,501
+6,660
3
$8M 4.95%
11,949
+690
4
$6.49M 4.02%
316,780
-12,191
5
$5.72M 3.55%
133,951
+3,745
6
$5.45M 3.38%
246,080
+803
7
$5.4M 3.35%
291,740
+11,691
8
$5.08M 3.14%
183,053
+7,278
9
$5.01M 3.11%
58,957
+2,514
10
$4.83M 2.99%
285,694
+34,202
11
$4.63M 2.87%
218,061
+9,370
12
$4.57M 2.83%
173,807
-463
13
$3.99M 2.47%
170,142
-6,162
14
$3.29M 2.04%
15,253
+78
15
$3.25M 2.01%
126,217
+2,403
16
$3.19M 1.98%
30,566
-217
17
$3.14M 1.94%
22,275
+922
18
$2.57M 1.59%
10,075
-32
19
$2.55M 1.58%
152,978
+21,639
20
$2.44M 1.51%
34,399
+1,068
21
$2.29M 1.42%
78,822
+62
22
$2.19M 1.35%
11,498
+4,192
23
$2.02M 1.25%
102,368
-12,401
24
$1.94M 1.2%
93,516
+31,178
25
$1.84M 1.14%
72,228
-1,429
1
2 3 4