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
$144M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.2M
3
+$7.33M
4
AAPL icon
Apple
AAPL
+$5.6M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$152K
2
+$32K
3
+$20.6K
4
SHOO icon
Steven Madden
SHOO
+$17K
5
PSEC icon
Prospect Capital
PSEC
+$5K

Sector Composition

1 Technology 31.11%
2 Energy 30.93%
3 Consumer Discretionary 25.59%
4 Communication Services 10.3%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84K 0.06%
1,901
+805
27
$79K 0.05%
500
+250
28
$63K 0.04%
1,692
+846
29
$60K 0.04%
2,050
+1,025
30
$40K 0.03%
+2,044
31
$37K 0.03%
100
32
$37K 0.03%
+450
33
$36K 0.03%
481
+242
34
$36K 0.03%
500
+200
35
$33K 0.02%
343
36
$33K 0.02%
396
37
$32K 0.02%
322
38
$32K 0.02%
664
+216
39
$31K 0.02%
100
40
$28K 0.02%
125
41
$25K 0.02%
720
+13
42
$23K 0.02%
5,000
43
$21K 0.01%
330
+50
44
$15K 0.01%
200
+100
45
$15K 0.01%
100
+50
46
$14K 0.01%
+176
47
$13K 0.01%
60
-95
48
$10K 0.01%
75
49
$10K 0.01%
100
50
$10K 0.01%
70
+35
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