MWM
McMill Wealth Management Portfolio
Invests via McMill Wealth Management | Managed by Kathy McMillan
Invests via McMill Wealth Management
Managed by Kathy McMillan
Automatically Tracked
Company Profile
Regional wealth management firm McMill Wealth Management provides fiduciary advisory and financial planning services to high-net-worth individuals, families and business owners. The firm focuses on discretionary portfolio management, retirement and tax-aware planning, and estate coordination, often integrating alternative allocations and insurance solutions. Capital-light model; competes with independent RIAs and regional bank-affiliated advisors.
Regional wealth management firm McMill Wealth Management provides fiduciary advisory and financial planning services to high-net-worth individuals, families and business owners. The firm focuses on discretionary portfolio management, retirement and tax-aware planning, and estate coordination, often integrating alternative allocations and insurance solutions. Capital-light model; competes with independent RIAs and regional bank-affiliated advisors.
Investment Philosophy & Strategy
Emphasizes fiduciary, discretionary portfolio management for high‑net‑worth individuals, families and business owners, blending retirement, tax‑aware planning and estate coordination. Deploys diversified core equity and fixed‑income exposures with strategic alternative allocations and insurance overlays to manage downside risk and liquidity needs. Operates a capital‑light, fee‑driven model that scales through outsourced CIO capabilities and model portfolios. Underwriting favors liability‑aware, multi‑horizon planning, tax‑efficient implementation and customized risk budgets to preserve capital, support income objectives and facilitate intergenerational wealth transfer.
Emphasizes fiduciary, discretionary portfolio management for high‑net‑worth individuals, families and business owners, blending retirement, tax‑aware planning and estate coordination. Deploys diversified core equity and fixed‑income exposures with strategic alternative allocations and insurance overlays to manage downside risk and liquidity needs. Operates a capital‑light, fee‑driven model that scales through outsourced CIO capabilities and model portfolios. Underwriting favors liability‑aware, multi‑horizon planning, tax‑efficient implementation and customized risk budgets to preserve capital, support income objectives and facilitate intergenerational wealth transfer.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
11.13%
Gain
Monthly
0.57%
Yearly
7.08%
Drawdown
13.33%
$468.85M
Equity
Holdings
$468.85M
Investment
$424.67M
$72.21M
Profit -$1.8M
Realized
$28.04M
Unrealized
$44.17M
Dividends
$9.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.8M
Win %
80%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$5.06M
Win %
80%
This Month
Compared to last month
Gain
-1.69%
Profit
-$8.06M
Win %
80%
This Year
Compared to last year
Gain
7.02%
Profit
$30.74M
Win %
85%
NOC Northrop Grumman Corporation
+2.85%
+$4,379.32 
LMT Lockheed Martin Corporation
+1.44%
+$4,999.01 
RTX RTX Corporation
+1.28%
+$4,373.73 
XOM Exxon Mobil Corporation
+1.28%
+$2,264.57 
WFC Wells Fargo & Company
+0.99%
+$3,037.17 
BRK-A Berkshire Hathaway Inc.
+0.89%
+$19,813.08 
RWR SPDR Dow Jones REIT ETF
+0.75%
+$269,867.84 
UNP Union Pacific Corporation
+0.72%
+$9,181.27 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$20,786.04 
F Ford Motor Company
+0.39%
+$851.35 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.27%
+$18,799.6 
VTV Vanguard Value ETF
+0.24%
+$6,157.54 
NUE Nucor Corporation
+0.21%
+$5,707 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$6,973.98 
AAPL Apple Inc.
+0.15%
+$2,408.17 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$192.07 
AVSF Avantis Short-Term Fixed Income ETF
+0.09%
+$2,028.18 
020833103
0%
$0 
025076204
0%
$0 
025076356
0%
$0 
25434V102
0%
$0 
25434V409
0%
$0 
25434V508
0%
$0 
25434V607
0%
$0 
25434V706
0%
$0 
25434V805
0%
$0 
25434V813
0%
$0 
25434V821
0%
$0 
25434V839
0%
$0 
25434V847
0%
$0 
25434V854
0%
$0 
25434V862
0%
$0 
25434V870
0%
$0 
25434V888
0%
$0 
316092101
0%
$0 
55823P100
0%
$0 
INY
0%
$0 
MSFT Microsoft Corp.
-2.73%
-$28,221.23 
XNTK SPDR NYSE Technology ETF
-2.23%
-$1.4M 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$6,264.39 
MGK Vanguard Mega Cap Growth ETF
-1.89%
-$150,766.92 
PLTR Palantir Technologies Inc.
-1.81%
-$9,793.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.59%
-$185,644.36 
AVDV Avantis International Small Cap Value ETF
-1.53%
-$282,608.67 
XME SPDR S&P Metals & Mining ETF
-1.48%
-$35,549.54 
IVV iShares Core S&P 500 ETF
-0.89%
-$88,405.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$7,269.4 
AVUS Avantis U.S. Equity ETF
-0.69%
-$4,326.77 
IWN iShares Russell 2000 Value ETF
-0.65%
-$2,834.34 
AVIV Avantis International Large Cap Value ETF
-0.49%
-$13,142.61 
AMZN Amazon.com Inc
-0.46%
-$4,603.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$2,268 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$5,257.71 
DGT SPDR Global Dow ETF
-0.29%
-$3,828.91 
MCD McDonald's Corporation
-0.23%
-$1,047.32 
CAT Caterpillar Inc.
-0.21%
-$2,515.59 
AVLV Avantis U.S. Large Cap Value ETF
-0.2%
-$53,609.86 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$1,152.48 Events
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Dividends
Dividend Analysis
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| Trades 264 | Longs Won 197/264 74% | Profit Factor 102.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $370,187.92 | Best Trade (Jul 10) $20.85M | Sharpe Ratio -47.2 |
| Average Loss -$10,653.7 | Worst Trade (Jul 17) -$255,177.57 | Z-Score -0.57 (43.08%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $273,534.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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