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
$148M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35M
3
+$33.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14M

Top Sells

1
+$26.1M
2
+$5.26M
3
+$2.57M
4
CMCSA icon
Comcast
CMCSA
+$1.86M
5
AFG icon
American Financial Group
AFG
+$1.18M

Sector Composition

1 Technology 35.09%
2 Consumer Discretionary 26.87%
3 Energy 24.42%
4 Communication Services 10.56%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.6K 0.02%
+956
27
$35.2K 0.02%
846
-44,690
28
$35K 0.02%
5,000
+4,950
29
$32.4K 0.02%
1,025
+1,009
30
$32.3K 0.02%
240
+140
31
$31.3K 0.02%
+125
32
$30.6K 0.02%
117
-99,883
33
$30K 0.02%
396
-608
34
$26.9K 0.02%
322
-3,601
35
$25.8K 0.02%
732
+707
36
$24.3K 0.02%
285
+73
37
$22.9K 0.02%
540
-9,950
38
$17.6K 0.01%
250
+150
39
$16.3K 0.01%
1,022
-1,557
40
$15.7K 0.01%
246
-5,754
41
$14.5K 0.01%
280
-621
42
$12.6K 0.01%
332
+302
43
$11.5K 0.01%
100
-11
44
$9.73K 0.01%
100
-235
45
$8.91K 0.01%
75
-9,925
46
$8.59K 0.01%
560
+310
47
$7.71K 0.01%
100
+15
48
$7.48K 0.01%
249
-290
49
$7.47K 0.01%
+124
50
$6.78K ﹤0.01%
75
-285
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