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:
15.73%
Gain -0.26%
Monthly
0.86%
Yearly
10.82%
Drawdown
11.86%
$177.89M
Equity
Holdings
$177.89M
Investment
$152.51M
$25.9M
Profit -$512,965.8
Realized
$524,932.5
Unrealized
$25.37M
Dividends
$4.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$512,965.8
Win %
73%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$165,238.03
Win %
73%
This Month
Compared to last month
Gain
-0.09%
Profit
-$165,238.03
Win %
73%
This Year
Compared to last year
Gain
3.74%
Profit
$6.58M
Win %
75%
AMGN Amgen Inc.
+3.03%
+$6,195.12 
XOM Exxon Mobil Corporation
+2.11%
+$17,699.91 
LLY Eli Lilly and Company
+1.76%
+$9,079.2 
PM Philip Morris International Inc.
+1.43%
+$4,317.68 
CVX Chevron Corporation
+1.19%
+$19,129.51 
FENY Fidelity MSCI Energy Index ETF
+1.05%
+$5,374.04 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$3,965.82 
EPD Enterprise Products Partners L.P.
+0.74%
+$1,746.64 
LOW Lowe's Companies Inc.
+0.5%
+$1,477.83 
HD The Home Depot, Inc.
+0.48%
+$4,276.47 
KO The Coca-Cola Company
+0.48%
+$3,182.62 
VFMO Vanguard U.S. Momentum Factor Fund
+0.32%
+$10,823.92 
JNJ Johnson & Johnson
+0.31%
+$1,348.2 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$199.22 
USRT iShares Core U.S. REIT ETF
+0.05%
+$423.69 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$1,230.11 
SCHH Schwab U.S. REIT ETF
+0.04%
+$181.2 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.02%
+$124.96 
IWD iShares Russell 1000 Value ETF
+0.01%
+$42.37 
SO The Southern Company
+0.01%
+$73.16 
DUK Duke Energy Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
ORCL Oracle Corporation
-5.76%
-$36,903.68 
NVDA NVIDIA Corporation
-3.55%
-$17,424 
MSFT Microsoft Corp.
-3.11%
-$32,008.76 
AMZN Amazon.com Inc
-2.53%
-$15,099.5 
AAPL Apple Inc.
-1.58%
-$48,609.88 
SCHE Schwab Emerging Markets Equity ETF
-1.47%
-$20,524.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.27%
-$133,442.15 
V Visa Inc. Class A
-1.16%
-$2,616.48 
VYMI Vanguard International High Dividend Yield Index Fund
-1.01%
-$7,765.89 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$6,862.68 
GLD SPDR Gold Shares
-0.99%
-$10,756.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.96%
-$32,247.54 
UNP Union Pacific Corporation
-0.93%
-$3,488.8 
SCHF Schwab International Equity ETF
-0.91%
-$23,949.35 
RTX RTX Corporation
-0.91%
-$2,366.85 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$19,461.96 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.87%
-$61,871.4 
GE General Electric Company
-0.87%
-$2,211 
GOOGL Alphabet Inc
-0.79%
-$11,620.18 
GOOG Alphabet Inc
-0.76%
-$4,113.78 
SCHX Schwab U.S. Large-Cap ETF
-0.75%
-$133,727.85 
EMR Emerson Electric Co.
-0.75%
-$3,587.04 
NSC Norfolk Southern Corporation
-0.74%
-$1,906.8 
MRK Merck & Co., Inc.
-0.73%
-$3,044.7 
SCHB Schwab U.S. Broad Market ETF
-0.73%
-$22,444.71 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$1,806.08 
IVV iShares Core S&P 500 ETF
-0.71%
-$60,711.02 
VOO Vanguard S&P 500 ETF
-0.71%
-$7,687.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.7%
-$6,938.1 
FNDF Schwab Fundamental International Large Company Index ETF
-0.7%
-$1,915.37 
SCHA Schwab U.S. Small-Cap ETF
-0.61%
-$42,714.84 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.49%
-$26,640.25 
BK The Bank of New York Mellon Corporation
-0.48%
-$1,313.76 
VO Vanguard Mid-Cap ETF
-0.46%
-$5,585.52 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.45%
-$5,362.1 
VYM Vanguard High Dividend Yield ETF
-0.45%
-$17,990.85 
DTD WisdomTree U.S. Total Dividend Fund
-0.41%
-$1,132.72 
QUS SPDR MSCI USA StrategicFactors ETF
-0.4%
-$4,695.95 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.38%
-$835.13 
BLV Vanguard Long-Term Bond ETF
-0.35%
-$8,759.52 
CSL Carlisle Companies Inc.
-0.34%
-$1,108.8 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.27%
-$1,479.72 
PG Procter & Gamble Co
-0.26%
-$816.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$7,623.14 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$7,648.16 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.21%
-$1,993.86 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.21%
-$500.5 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.2%
-$3,353.2 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.2%
-$4,734.52 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$9,624.23 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.17%
-$2,768.26 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$9,169.52 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$7,706.64 
SDY SPDR S&P Dividend ETF
-0.13%
-$390.2 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.12%
-$3,582.46 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.1%
-$4,228.82 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$3,522.66 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$898.95 
SCHD Schwab U.S. Dividend Equity ETF
-0.08%
-$657.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.07%
-$534.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.06%
-$1,126.18 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$3,180.58 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$3,067.17 
SCHM Schwab U.S. Mid-Cap ETF
-0.03%
-$398.77 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$456.26 Events
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Dividends
Dividend Analysis
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| Trades 488 | Longs Won 358/488 73% | Profit Factor 18.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,087.55 |
| Average Win $76,553.35 | Best Trade (Jun 02) $3.7M | Sharpe Ratio -9.91 |
| Average Loss -$11,595.3 | Worst Trade (Apr 23) -$914,512.25 | Z-Score 11.57 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $53,071.13 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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