WMW
Wilkins Miller Wealth Management LLC Portfolio
Invests via Wilkins Miller Wealth Management LLC | Managed by Greg A. Bowen
Invests via Wilkins Miller Wealth Management LLC
Managed by Greg A. Bowen
Automatically Tracked
Company Profile
Regional wealth manager focused on fiduciary retirement, financial planning and asset management for affluent individuals and families, Wilkins Miller Wealth Management LLC manages personalized portfolios and offers tax-sensitive strategies, estate planning coordination and advisory services. Operates as part of a broader accounting and advisory group, targeting mid-market clients and long-term AUM growth.
Regional wealth manager focused on fiduciary retirement, financial planning and asset management for affluent individuals and families, Wilkins Miller Wealth Management LLC manages personalized portfolios and offers tax-sensitive strategies, estate planning coordination and advisory services. Operates as part of a broader accounting and advisory group, targeting mid-market clients and long-term AUM growth.
Investment Philosophy & Strategy
Provides fiduciary-focused, tax-aware wealth management for affluent individuals and families. Emphasizes holistic retirement and financial planning integrated with accounting and advisory services, leveraging tax-sensitive portfolio construction, estate coordination, cash-flow modeling, and risk-managed asset allocation. Capital deployment favors diversified, low-turnover strategies with tax efficiency and long-term growth orientation. Client-centric governance, fee transparency, and mid-market focus drive measured AUM expansion while prioritizing downside protection and retirement income sustainability.
Provides fiduciary-focused, tax-aware wealth management for affluent individuals and families. Emphasizes holistic retirement and financial planning integrated with accounting and advisory services, leveraging tax-sensitive portfolio construction, estate coordination, cash-flow modeling, and risk-managed asset allocation. Capital deployment favors diversified, low-turnover strategies with tax efficiency and long-term growth orientation. Client-centric governance, fee transparency, and mid-market focus drive measured AUM expansion while prioritizing downside protection and retirement income sustainability.
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:
0.5%
Gain
Monthly
0.03%
Yearly
0.33%
Drawdown
21.33%
$179.11M
Equity
Holdings
$179.11M
Investment
$152.51M
$27.13M
Profit -$589,943
Realized
$524,932.5
Unrealized
$26.6M
Dividends
$5.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$589,943
Win %
77%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$555,945.33
Win %
77%
This Month
Compared to last month
Gain
-0.19%
Profit
-$337,705.35
Win %
77%
This Year
Compared to last year
Gain
8.35%
Profit
$13.81M
Win %
78%
GE General Electric Company
+2.78%
+$7,720.41 
MRK Merck & Co., Inc.
+2.01%
+$9,205.74 
JNJ Johnson & Johnson
+1.64%
+$7,877.34 
PM Philip Morris International Inc.
+1.51%
+$4,979.26 
EMR Emerson Electric Co.
+1.5%
+$7,072.56 
XOM Exxon Mobil Corporation
+1.41%
+$11,518.95 
CVX Chevron Corporation
+1.37%
+$21,563.5 
ORCL Oracle Corporation
+1.26%
+$4,114.97 
EPD Enterprise Products Partners L.P.
+1.18%
+$2,807.1 
RTX RTX Corporation
+1.16%
+$3,370.5 
NSC Norfolk Southern Corporation
+1.09%
+$3,099.6 
LLY Eli Lilly and Company
+1.06%
+$6,004.32 
GLD SPDR Gold Shares
+0.94%
+$8,999.83 
UNP Union Pacific Corporation
+0.85%
+$3,616.95 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$3,598.44 
FENY Fidelity MSCI Energy Index ETF
+0.74%
+$3,714.41 
SO The Southern Company
+0.69%
+$4,828.56 
DUK Duke Energy Corporation
+0.6%
+$1,305.68 
JPM JPMorgan Chase & Co.
+0.41%
+$7,634.15 
SCHH Schwab U.S. REIT ETF
+0.35%
+$1,540.2 
USRT iShares Core U.S. REIT ETF
+0.31%
+$3,036.45 
BLV Vanguard Long-Term Bond ETF
+0.3%
+$7,299.6 
PG Procter & Gamble Co
+0.28%
+$926.94 
QUS SPDR MSCI USA StrategicFactors ETF
+0.2%
+$2,398.01 
AAPL Apple Inc.
+0.14%
+$4,636.38 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.14%
+$4,708.41 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$318.5 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.12%
+$672.6 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.12%
+$1,496.4 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$1,537.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$789 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.07%
+$664.62 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$3,853.32 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$3,667.81 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.06%
+$1,005.96 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$622.35 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$2,304.31 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$132.81 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.05%
+$1,183.63 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.05%
+$2,114.41 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$249.92 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$1,761.33 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$895.62 
SDY SPDR S&P Dividend ETF
+0.03%
+$87.8 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$456.26 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$1,533.59 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$375.39 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.02%
+$954.17 
MSFT Microsoft Corp.
-2.26%
-$21,160.31 
KO The Coca-Cola Company
-2.21%
-$15,955.56 
BNY BlackRock New York Municipal Income Trust
-2.15%
-$6,694.38 
GOOG Alphabet Inc
-1.86%
-$9,973.28 
GOOGL Alphabet Inc
-1.82%
-$26,247.02 
SCHE Schwab Emerging Markets Equity ETF
-1.74%
-$23,537.5 
V Visa Inc. Class A
-1.7%
-$4,411.76 
NVDA NVIDIA Corporation
-1.41%
-$6,446 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$18,980.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.29%
-$134,311.77 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$40,791.76 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$7,347.95 
LOW Lowe's Companies Inc.
-1.12%
-$3,453.03 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$8,403.96 
CSL Carlisle Companies Inc.
-0.9%
-$3,062.4 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$19,307.5 
SCHX Schwab U.S. Large-Cap ETF
-0.76%
-$133,727.85 
SCHB Schwab U.S. Broad Market ETF
-0.76%
-$22,966.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$13,174.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$7,175.3 
VOO Vanguard S&P 500 ETF
-0.73%
-$7,843.58 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$1,806.08 
IVV iShares Core S&P 500 ETF
-0.72%
-$61,159.79 
AMZN Amazon.com Inc
-0.6%
-$3,484.5 
HD The Home Depot, Inc.
-0.59%
-$5,830.32 
SCHA Schwab U.S. Small-Cap ETF
-0.56%
-$38,646.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.48%
-$32,998.08 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.45%
-$25,176.5 
SCHF Schwab International Equity ETF
-0.44%
-$11,260.89 
SCHM Schwab U.S. Mid-Cap ETF
-0.35%
-$4,984.62 
VO Vanguard Mid-Cap ETF
-0.28%
-$3,460 
VFMO Vanguard U.S. Momentum Factor Fund
-0.23%
-$7,334.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$11,374.09 
VYMI Vanguard International High Dividend Yield Index Fund
-0.19%
-$1,499.36 
IWD iShares Russell 1000 Value ETF
-0.19%
-$663.64 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$6,250.9 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$373.12 
DTD WisdomTree U.S. Total Dividend Fund
-0.13%
-$372.18 
AMGN Amgen Inc.
-0.12%
-$289.23 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$254.17 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$1,648.34 Events
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Dividends
Dividend Analysis
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| Trades 488 | Longs Won 371/488 76% | Profit Factor 40.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,705.86 |
| Average Win $74,952.61 | Best Trade (Jul 14) $3.53M | Sharpe Ratio -11.48 |
| Average Loss -$5,829.31 | Worst Trade (Jul 17) -$106,653.9 | Z-Score 16.74 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $55,584.81 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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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Option values are updated at end of day.
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