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:
30.04%
Gain -0.25%
Monthly
1.32%
Yearly
17.08%
Drawdown
14.77%
$184.79M
Equity
Holdings
$184.79M
Investment
$155.21M
$30.24M
Profit -$313,289.82
Realized
$656,783.05
Unrealized
$29.58M
Dividends
$5.93M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$313,289.82
Win %
73%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$313,289.82
Win %
73%
This Month
Compared to last month
Gain
1.68%
Profit
$3.05M
Win %
73%
This Year
Compared to last year
Gain
1.52%
Profit
$2.77M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$68,407.66 
GOOG Alphabet Inc
+6.88%
+$36,981.7 
GOOGL Alphabet Inc
+6.73%
+$92,598.87 
MSFT Microsoft Corp.
+3.02%
+$28,424.92 
NVDA NVIDIA Corporation
+2.93%
+$13,698.31 
CVX Chevron Corporation
+2.35%
+$39,382.76 
CSCO Cisco Systems, Inc.
+2.14%
+$4,811.4 
ORCL Oracle Corporation
+1.81%
+$6,070.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$46,051.92 
GE General Electric Company
+1.42%
+$4,044.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$113,361.22 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$5,383.88 
UNP Union Pacific Corporation
+0.92%
+$3,804.76 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$12,338.58 
EMR Emerson Electric Co.
+0.79%
+$4,082.83 
MPC Marathon Petroleum Corporation
+0.76%
+$1,945.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,499.13 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,118.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$56,555.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$12,119.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,189.8 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$112,560.94 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$17,695.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,545.98 
NSC Norfolk Southern Corporation
+0.46%
+$1,305.12 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,567.32 
RTX RTX Corporation
+0.39%
+$1,320.48 
VLO Valero Energy Corporation
+0.38%
+$980.56 
PG Procter & Gamble Co
+0.37%
+$766.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,733.52 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$3,654.34 
MRK Merck & Co., Inc.
+0.32%
+$1,477.68 
JPM JPMorgan Chase & Co.
+0.27%
+$5,282.8 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$749.75 
SO The Southern Company
+0.21%
+$1,464.6 
JNJ Johnson & Johnson
+0.21%
+$1,040.92 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,443.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,541.64 
MS Morgan Stanley
+0.17%
+$435.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$478.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$7,382.84 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$239,241.64 
CSL Carlisle Companies Inc.
-2.69%
-$9,561.59 
GLD SPDR Gold Shares
-1.49%
-$14,932.31 
LOW Lowe's Companies Inc.
-1.08%
-$3,232.48 
KO The Coca-Cola Company
-1.02%
-$7,651.8 
XOM Exxon Mobil Corporation
-0.97%
-$8,835.75 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$50,358.82 
AMGN Amgen Inc.
-0.64%
-$1,547.53 
PM Philip Morris International Inc.
-0.61%
-$1,938.72 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,599.05 
SCHF Schwab International Equity ETF
-0.58%
-$15,842.4 
USRT iShares Core U.S. REIT ETF
-0.54%
-$5,181.85 
LLY Eli Lilly and Company
-0.53%
-$2,881.1 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,873.21 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,772.6 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$5,796.48 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$10,151.57 
HD The Home Depot, Inc.
-0.42%
-$3,958.78 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$26,409.11 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$12,478.66 
SDY SPDR S&P Dividend ETF
-0.28%
-$700.04 
VTV Vanguard Value ETF
-0.27%
-$569.93 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$7,541.28 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,774.96 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$526.32 
VB Vanguard Small-Cap ETF
-0.22%
-$442.85 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$5,319 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,299.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$7,140.15 
EPD Enterprise Products Partners L.P.
-0.18%
-$417.91 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$1,018.92 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$2,502.72 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$364.3 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$4,523.73 
IXUS iShares Core International Stock ETF
-0.15%
-$368.2 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$1,394.31 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$7,689.03 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$2,199.33 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$7,553.46 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$5,175.45 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$6,425.1 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$843.3 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$2,368 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$3,171 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,882.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$678.32 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$236.87 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,761.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$777.92 
V Visa Inc. Class A
-0.04%
-$83.15 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$695.59 Events
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Dividends
Dividend Analysis
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| Trades 579 | Longs Won 431/579 74% | Profit Factor 30.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,053.94 |
| Average Win $72,507.28 | Best Trade (Aug 14) $4.11M | Sharpe Ratio -10.63 |
| Average Loss -$6,831.65 | Worst Trade (Sep 01) -$110,659.01 | Z-Score 12.7 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $52,227.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,757 | $2.44M | $3.01M | - | $570,324.97 | 23.34% | -7.354% |
| AMGN Amgen Inc. | 624 | $204,509.32 | $240,339.84 | - | $35,830.52 | 17.52% | -0.64% |
| AMZN Amazon.com Inc | 1,896 | $361,553.63 | $514,915.66 | - | $153,362.03 | 42.42% | +15.321% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 47,601 | $3.67M | $3.6M | - | -$71,178.29 | -1.94% | -0.198% |
| BLV Vanguard Long-Term Bond ETF | 32,747 | $2.25M | $2.16M | - | -$85,288.33 | -3.8% | -0.468% |
| BNY BlackRock New York Municipal Income Trust | 1,914 | $208,771.21 | $299,215.62 | - | $90,444.41 | 43.32% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 932 | $429,622.86 | $476,755.28 | - | $47,132.42 | 10.97% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 11,925 | $232,667.06 | $232,835.62 | - | $168.56 | 0.07% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 86,537 | $1.7M | $1.7M | - | $1,148.99 | 0.07% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 288,272 | $5.87M | $5.86M | - | -$9,155.25 | -0.16% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 317,100 | $5.84M | $5.86M | - | $28,917.04 | 0.5% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 377,673 | $6.29M | $6.23M | - | -$60,469.02 | -0.96% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 180,949 | $2.95M | $2.93M | - | -$12,454.87 | -0.42% | -0.154% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 118,200 | $2.43M | $2.39M | - | -$40,179.67 | -1.65% | -0.222% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 46,477 | $978,133.71 | $962,771.05 | - | -$15,362.66 | -1.57% | -0.145% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 29,112 | $609,935.57 | $590,449.58 | - | -$19,485.99 | -3.19% | -0.172% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 23,687 | $551,326.48 | $541,958.56 | - | -$9,367.92 | -1.7% | -0.044% |
| BSV Vanguard Short-Term Bond ETF | 14,055 | $1.1M | $1.09M | - | -$10,246.22 | -0.93% | -0.077% |
| CSCO Cisco Systems, Inc. | 1,980 | $232,603 | $229,660.2 | - | -$2,942.8 | -1.27% | +2.14% |
| CSL Carlisle Companies Inc. | 960 | $354,086.51 | $345,523.21 | - | -$8,563.3 | -2.42% | -2.693% |
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FAQ
Which stocks have generated the highest profits for Wilkins Miller Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Invesco BulletShares 2028 Corporate Bond ETF - $422,441.27, Invesco BulletShares 2029 Corporate Bond ETF - $410,231.58, iShares iBonds Dec 2030 Term Corporate ETF - $408,978.37, Invesco BulletShares 2030 Corporate Bond ETF - $341,067.05, and iShares iBonds Dec 2031 Term Corporate ETF - $322,215.75. 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: American Express Company - $36,957, Schwab Fundamental U.S. Small Company ETF - $17,935.56, Amgen Inc - $17,335.3, Morgan Stanley - $12,980.91, and Procter & Gamble Co - $7,299.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wilkins Miller Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.93M earned over time. The largest contributors to dividend income include Invesco BulletShares 2028 Corporate Bond ETF - $412,792.62, Invesco BulletShares 2029 Corporate Bond ETF - $410,006.46, iShares iBonds Dec 2030 Term Corporate ETF - $399,908.01, Invesco BulletShares 2030 Corporate Bond ETF - $341,067.05, and iShares iBonds Dec 2031 Term Corporate ETF - $307,831.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wilkins Miller Wealth Management LLC's monthly returns?
Wilkins Miller Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Wilkins Miller Wealth Management LLC's strategy be considered aggressive or moderate?
Wilkins Miller Wealth Management LLC'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 Wilkins Miller Wealth Management LLC's strategy?
Wilkins Miller Wealth Management LLC'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.
