Scott McMillan Portfolio

Invests via White Wing Wealth Management | Managed by Scott McMillan

Invests via White Wing Wealth Management

Managed by Scott McMillan

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:45 PM

Scott McMillan Profile

Seasoned investor and operator focused on growth-stage companies. Scott McMillan is known for structuring growth and turnaround investments, active board engagement and driving revenue-led operational improvements across technology and healthcare sectors. Prior experience spans corporate development, private equity and hands-on operating roles; typical remit includes M&A, strategic planning and CEO-level support. Engages with institutional investors and management teams on exits, recapitalizations and scale-up strategies.

Investment Philosophy & Strategy

Prioritizes growth-stage and turnaround opportunities where operational intervention accelerates revenue and margin expansion. Focuses on technology and healthcare businesses with clear product-market fit, scalable go-to-market models and defensible market positions. Employs hands-on capital allocation: minority or control investments, structured recapitalizations and M&A to derisk paths to exit. Active board partnership with CEOs, emphasizing commercial playbooks, talent upgrades and data-driven KPIs. Time horizon is medium-term (3–7 years) with pragmatic risk controls and performance-aligned incentives.

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:

4.76%

Gain

Monthly

0.15%

Yearly

1.85%

Drawdown

29.83%

$190.57M

Equity

Holdings

$190.57M

Investment

$145.99M

$49.61M

Profit -$734,732.69

Realized

$5.02M

Unrealized

$44.59M

Dividends

$7.91M

Goals

Avg. 48.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

97%

Today

Compared To Yesterday

Gain

Profit

-$734,732.69

Win %

78%

This Week

Compared To Last Week

Gain

-0.63%

Profit

-$1.21M

Win %

78%

This Month

Compared to last month

Gain

-0.59%

Profit

-$1.12M

Win %

78%

This Year

Compared to last year

Gain

-0.61%

Profit

-$1.17M

Win %

76%

Gainers
Losers

CAKE The Cheesecake Factory Incorporated

+2.75%

+$20,793.89

MSFT Microsoft Corp.

+1.59%

+$7,484.05

DFAT Dimensional US Targeted Value ETF

+1.47%

+$78,742.47

CVX Chevron Corporation

+1.26%

+$7,893.36

VBR VANGUARD SMALL-CAP VALUE ETF

+1.11%

+$2,624.4

XOM Exxon Mobil Corporation

+1.02%

+$4,898.8

JNJ Johnson & Johnson

+0.96%

+$1,962.36

AAPL Apple Inc.

+0.9%

+$22,232.84

ELF Elf Beauty Inc.

+0.86%

+$6,064.64

VIG Vanguard Dividend Appreciation ETF

+0.54%

+$71,920.1

JEPI JPMorgan Equity Premium Income Fund

+0.4%

+$8,872.87

AMZN Amazon.com Inc

+0.33%

+$2,919.84

VTV Vanguard Value ETF

+0.32%

+$1,670.2

VB Vanguard Small-Cap ETF

+0.15%

+$24,813

GOOG Alphabet Inc

+0.12%

+$799.04

GOOGL Alphabet Inc

+0.11%

+$451.4

FTSM First Trust Enhanced Short Maturity Fund

+0.03%

+$361.4

JPST JPMorgan Ultra-Short Income ETF

+0.01%

+$1,942.12

MU Micron Technology, Inc.

-6.22%

-$14,632.8

AMD Advanced Micro Devices, Inc.

-5.56%

-$205,476.67

AVGO Broadcom Inc.

-3.59%

-$14,084.98

NVDA NVIDIA Corporation

-2.5%

-$52,600.86

SOFI SoFi Technologies, Inc.

-2.4%

-$5,763.45

META Meta Platforms Inc Class A

-1.87%

-$11,139.48

TSLA Tesla, Inc.

-1.57%

-$28,619.58

DFEV Dimensional Emerging Markets Value ETF

-1.47%

-$59,813.93

QQQ Invesco QQQ Trust, Series 1

-1.37%

-$180,105.12

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.06%

-$216,141

FTGC First Trust Global Tactical Commodity Strategy Fund

-0.97%

-$2,575.72

GNR SPDR S&P Global Natural Resources ETF

-0.86%

-$2,086.8

ISCF iShares MSCI International Small-Cap Equity Factor ETF

-0.65%

-$25,512.35

VTI VANGUARD TOTAL STOCK MKT ETF

-0.35%

-$174,357.69

FMB First Trust Managed Municipal Fund

-0.15%

-$1,084.9

DFNM Dimensional National Municipal Bond ETF

-0.11%

-$2,015.64

FUMB First Trust Ultra Short Duration Municipal ETF

-0.05%

-$798.77

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$1,800.59

DUSB Dimensional Ultrashort Fixed Income ETF

-0.03%

-$305.25

SCHJ Schwab 1-5 Year Corporate Bond ETF

-0.02%

-$2,087.37

JPIE JPMorgan Income ETF

-0.01%

-$155.88

NFRA FlexShares STOXX Global Broad Infrastructure Index Fund

-0.01%

-$20.48

Events

Dividends

Dividend Analysis

No Data

Trades 337	Longs Won 252/337 74%	Profit Factor 42.74
Profitability	Shorts Won 0/0 0%	Standard Deviation $745,469.91
Average Win $201,577.85	Best Trade (Jul 16) $10.36M	Sharpe Ratio -81.38
Average Loss -$13,982.46	Worst Trade (Jun 29) -$190,918.91	Z-Score 11.2 (100%)
Commissions $0	Avg. Trade Length 1y 1m 1d	Expectancy $147,208.04

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	13,699	12,329	10,959	9,589	8,219	6,849	5,479	4,110	2,740	1,370