MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$34.7M
3
+$18.5M
4
XOM icon
Exxon Mobil
XOM
+$16.3M
5
MSFT icon
Microsoft
MSFT
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 37.6%
2 Technology 34.11%
3 Communication Services 15.05%
4 Energy 11.53%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48K 0.03%
+322
27
$46K 0.03%
+1,590
28
$46K 0.03%
+641
29
$43K 0.03%
+846
30
$43K 0.03%
+595
31
$43K 0.03%
+571
32
$41K 0.03%
+4,936
33
$39K 0.03%
+900
34
$39K 0.03%
+155
35
$35K 0.02%
+190
36
$34K 0.02%
+250
37
$31K 0.02%
+125
38
$30K 0.02%
+100
39
$29K 0.02%
+396
40
$28K 0.02%
+100
41
$26K 0.02%
+339
42
$25K 0.02%
+1,030
43
$25K 0.02%
+532
44
$25K 0.02%
+1,353
45
$22K 0.01%
+280
46
$22K 0.01%
+225
47
$21K 0.01%
+300
48
$20K 0.01%
+543
49
$19K 0.01%
+695
50
$18K 0.01%
+243
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