MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.6M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.01M
3
+$418K
4
BMY icon
Bristol-Myers Squibb
BMY
+$180K
5
DG icon
Dollar General
DG
+$155K

Top Sells

1
+$86.8M
2
+$71.1M
3
+$43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.1M
5
MSFT icon
Microsoft
MSFT
+$2.81M

Sector Composition

1 Communication Services 64.89%
2 Energy 13.5%
3 Technology 11.68%
4 Consumer Staples 3.44%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29K 0.14%
+816
27
$29K 0.14%
335
+235
28
$29K 0.14%
396
-80
29
$28K 0.14%
269
-1,016
30
$27K 0.13%
720
-1,280
31
$24K 0.12%
117
+105
32
$16K 0.08%
280
+231
33
$14K 0.07%
216
+158
34
$12K 0.06%
332
+282
35
$12K 0.06%
30
-634
36
$11K 0.05%
100
-400
37
$11K 0.05%
10,000
+9,925
38
$11K 0.05%
100
-900
39
$10K 0.05%
212
-238
40
$9K 0.04%
75
+68
41
$8K 0.04%
100
-4,743
42
$8K 0.04%
124
+24
43
$8K 0.04%
50
-131,590
44
$8K 0.04%
109
-1,809
45
$6K 0.03%
100
-921
46
$6K 0.03%
30
-2,826
47
$6K 0.03%
112
+12
48
$5K 0.02%
35
-499
49
$5K 0.02%
111
-232
50
$5K 0.02%
49
-1,057
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