Top 50 Wilkins Miller Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.22% | 594.3K | $15.2M | -1.98%(-11.99K) | $22.93(+27.22%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.28% | 299.9K | $8.7M | +1.05%(+3.12K) | $27.06(+26.81%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.43% | 11.2K | $7.3M | -5.67%(-674) | $586.35(+27.18%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.8% | 137.5K | $6.3M | +2.65%(+3.54K) | $35.83(+40.31%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.79% | 306.7K | $6.3M | -2.28%(-7.17K) | $20.25(+0.93%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.71% | 366.8K | $6.1M | +6.95%(+23.84K) | $16.62(+0.58%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.59% | 318.1K | $5.9M | +2.20%(+6.84K) | $18.59(+0.32%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.58% | 203.4K | $5.9M | +1.34%(+2.70K) | $26.08(+26.88%) | 2026-03-31 | |
| IBDV | ISHARES TR | 3.4% | 256.9K | $5.6M | +1.61%(+4.08K) | $21.78(+0.05%) | 2026-03-31 | |
| GSEW | GOLDMAN SACHS ETF TR | 3% | 58.5K | $5.0M | -3.00%(-1.81K) | $77.37(+16.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.90% | +18.76% |
| Top 20 Holdings Unweighted | +6.99% | +22.47% |
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