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
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.
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.
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:
47.84%
Gain -1.33%
Monthly
1.17%
Yearly
15.03%
Drawdown
16.32%
$190.61M
Equity
Holdings
$190.61M
Investment
$145.99M
$49.52M
Profit -$1.89M
Realized
$4.91M
Unrealized
$44.62M
Dividends
$8.62M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.33%
Profit
-$1.89M
Win %
72%
This Week
Compared To Last Week
Gain
-1.67%
Profit
-$3.24M
Win %
72%
This Month
Compared to last month
Gain
-0.5%
Profit
-$954,158.04
Win %
72%
This Year
Compared to last year
Gain
-0.59%
Profit
-$1.13M
Win %
71%
CVX Chevron Corporation
+2.59%
+$19,698.78 
XOM Exxon Mobil Corporation
+2.3%
+$13,273.13 
JNJ Johnson & Johnson
+1%
+$2,103.12 
GNR SPDR S&P Global Natural Resources ETF
+0.85%
+$2,260.7 
AAPL Apple Inc.
+0.59%
+$15,327.76 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.48%
+$1,379.85 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.33%
+$826.98 
VTV Vanguard Value ETF
+0.08%
+$429.48 
DFNM Dimensional National Municipal Bond ETF
+0.06%
+$1,099.44 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.06%
+$2,381.15 
FMB First Trust Managed Municipal Fund
+0.04%
+$278.18 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$272.86 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.03%
+$399.38 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.02%
+$1,314.3 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$3,884.23 
JPIE JPMorgan Income ETF
+0.01%
+$155.88 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$101.75 
AMD Advanced Micro Devices, Inc.
-5.99%
-$235,459.27 
MU Micron Technology, Inc.
-5.73%
-$13,880.36 
META Meta Platforms Inc Class A
-4.56%
-$29,337.17 
SOFI SoFi Technologies, Inc.
-4.47%
-$9,089.55 
AVGO Broadcom Inc.
-4.38%
-$14,999.46 
TSLA Tesla, Inc.
-2.88%
-$48,347.64 
ELF Elf Beauty Inc.
-2.71%
-$29,849.4 
QQQ Invesco QQQ Trust, Series 1
-2.69%
-$358,019.77 
GOOGL Alphabet Inc
-2.65%
-$10,173.24 
GOOG Alphabet Inc
-2.59%
-$15,511.41 
MSFT Microsoft Corp.
-2.51%
-$16,075.28 
AMZN Amazon.com Inc
-2.11%
-$18,700.88 
DFEV Dimensional Emerging Markets Value ETF
-1.79%
-$73,160.84 
VB Vanguard Small-Cap ETF
-1.46%
-$232,138.85 
NVDA NVIDIA Corporation
-1.43%
-$30,807.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.31%
-$670,398.56 
CAKE The Cheesecake Factory Incorporated
-1.13%
-$12,372.83 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$1,224.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$79,338.16 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$7,295.48 
DFAT Dimensional US Targeted Value ETF
-0.32%
-$16,818.78 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$28,881.47 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$2,087.37 Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 242/337 71% | Profit Factor 36.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $743,239.22 |
| Average Win $210,484.74 | Best Trade (Oct 14) $10.96M | Sharpe Ratio -81.35 |
| Average Loss -$14,876.32 | Worst Trade (Jun 29) -$190,918.91 | Z-Score 7.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $146,955.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,588 | $1.42M | $2.61M | - | $1.19M | 84.11% | +0.591% |
| AMD Advanced Micro Devices, Inc. | 6,989 | $936,386.33 | $3.69M | - | $2.76M | 294.49% | -5.992% |
| AMZN Amazon.com Inc | 3,476 | $642,925.86 | $866,844.88 | - | $223,919.02 | 34.83% | -2.112% |
| AVGO Broadcom Inc. | 994 | $291,047.25 | $327,264.56 | - | $36,217.31 | 12.44% | -4.382% |
| CAKE The Cheesecake Factory Incorporated | 9,409 | $553,174.6 | $1.08M | - | $531,447.87 | 96.07% | -1.128% |
| CVX Chevron Corporation | 3,462 | $524,118.85 | $778,984.62 | - | $254,865.77 | 48.63% | +2.594% |
| DFAT Dimensional US Targeted Value ETF | 76,449 | $4.13M | $5.19M | - | $1.06M | 25.72% | -0.323% |
| DFEV Dimensional Emerging Markets Value ETF | 98,866 | $2.79M | $4.01M | - | $1.22M | 43.67% | -1.792% |
| DFNM Dimensional National Municipal Bond ETF | 36,648 | $1.77M | $1.71M | - | -$54,921.89 | -3.11% | +0.064% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 131,430 | $6.22M | $6.15M | - | -$68,925.29 | -1.11% | +0.021% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 20,350 | $1.03M | $1.03M | - | -$923.24 | -0.09% | +0.01% |
| ELF Elf Beauty Inc. | 9,476 | $936,348.6 | $1.07M | - | $134,060.36 | 14.32% | -2.713% |
| FMB First Trust Managed Municipal Fund | 13,909 | $714,453 | $676,951.03 | - | -$37,501.97 | -5.25% | +0.041% |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 9,199 | $248,844 | $286,916.81 | - | $38,072.81 | 15.3% | +0.483% |
| FTSM First Trust Enhanced Short Maturity Fund | 18,070 | $1.08M | $1.08M | - | -$3,766.8 | -0.35% | +0.025% |
| FUMB First Trust Ultra Short Duration Municipal ETF | 79,877 | $1.6M | $1.6M | - | -$3,987.62 | -0.25% | +0.025% |
| GNR SPDR S&P Global Natural Resources ETF | 3,478 | $234,123 | $267,597.32 | - | $33,474.32 | 14.3% | +0.852% |
| GOOG Alphabet Inc | 1,737 | $434,925.93 | $583,597.26 | - | $148,671.33 | 34.18% | -2.589% |
| GOOGL Alphabet Inc | 1,101 | $275,414.91 | $374,317.98 | - | $98,903.07 | 35.91% | -2.646% |
| ISCF iShares MSCI International Small-Cap Equity Factor ETF | 89,517 | $3.22M | $3.96M | - | $745,382.49 | 23.17% | +0.06% |
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FAQ
Which stocks have generated the highest profits for Scott McMillan?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.43M, JPMorgan Ultra-Short Income ETF - $2.23M, Invesco QQQ Trust, Series 1 - $1.5M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.18M, and Schwab 1-5 Year Corporate Bond ETF - $892,556.06. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Salesforce Inc - $188,224.35, Adobe Inc - $139,838.33, Nike, Inc. - Class B - $104,040.33, Boeing Company - $59,684.93, and Broadcom Inc - $56,326.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott McMillan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.62M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.23M, VANGUARD TOTAL STOCK MKT ETF - $1.44M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.05M, Schwab 1-5 Year Corporate Bond ETF - $861,717.22, and Dimensional Short-Duration Fixed Income ETF - $653,423.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott McMillan's monthly returns?
Scott McMillan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott McMillan's strategy be considered aggressive or moderate?
Scott McMillan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott McMillan's strategy?
Scott McMillan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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