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
$120M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$28.4K
3
+$16.7K
4
OXY icon
Occidental Petroleum
OXY
+$10.3K
5
AMC icon
AMC Entertainment Holdings
AMC
+$10K

Top Sells

1
+$470K
2
+$393K
3
+$188K
4
CVX icon
Chevron
CVX
+$69.3K
5
META icon
Meta Platforms (Facebook)
META
+$26.8K

Sector Composition

1 Technology 32.16%
2 Consumer Discretionary 29.25%
3 Energy 23.21%
4 Communication Services 13.54%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53K 0.04%
650
+4
27
$52K 0.04%
212
28
$49K 0.04%
4,936
29
$38K 0.03%
250
30
$35K 0.03%
322
31
$35K 0.03%
455
-55
32
$33K 0.03%
846
33
$33K 0.03%
155
34
$32K 0.03%
100
35
$32K 0.03%
900
36
$31K 0.03%
343
+2
37
$30K 0.02%
1,025
38
$30K 0.02%
269
+150
39
$27K 0.02%
100
40
$26K 0.02%
396
41
$25K 0.02%
543
42
$24K 0.02%
190
43
$23K 0.02%
125
44
$22K 0.02%
280
45
$22K 0.02%
333
46
$21K 0.02%
300
47
$21K 0.02%
1,022
-331
48
$20K 0.02%
707
+6
49
$20K 0.02%
448
50
$18K 0.01%
239
+2
1
2
3 4