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
$123M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1K

Top Sells

1
+$274M
2
+$1.77M
3
+$72K
4
MS icon
Morgan Stanley
MS
+$35K
5
EOG icon
EOG Resources
EOG
+$30K

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 28.75%
3 Energy 22.69%
4 Communication Services 11.84%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49K 0.04%
4,936
27
$38K 0.03%
250
28
$35K 0.03%
322
29
$33K 0.03%
846
30
$33K 0.03%
155
31
$32K 0.03%
100
32
$32K 0.03%
900
33
$31K 0.03%
343
34
$30K 0.02%
1,025
35
$27K 0.02%
100
36
$26K 0.02%
396
37
$23K 0.02%
125
38
$22K 0.02%
280
39
$21K 0.02%
300
40
$20K 0.02%
707
41
$20K 0.02%
448
42
$18K 0.01%
239
43
$17K 0.01%
5,000
44
$17K 0.01%
539
45
$12K 0.01%
100
46
$10K 0.01%
75
47
$8K 0.01%
540
48
$8K 0.01%
124
49
$7K 0.01%
50
50
$6K ﹤0.01%
75
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