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
$156M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$146K
4
ET icon
Energy Transfer Partners
ET
+$61.1K
5
TSLA icon
Tesla
TSLA
+$55.2K

Top Sells

1
+$1.11M
2
+$634K
3
+$156K
4
XOM icon
Exxon Mobil
XOM
+$63.7K
5
HON icon
Honeywell
HON
+$53.7K

Sector Composition

1 Technology 34.32%
2 Consumer Discretionary 28.91%
3 Energy 21.92%
4 Communication Services 11.79%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61.2K 0.04%
527
+3
27
$61.1K 0.04%
+4,424
28
$58.3K 0.04%
100
29
$37.2K 0.02%
240
30
$37.1K 0.02%
846
31
$36K 0.02%
956
32
$35K 0.02%
1,025
33
$32.7K 0.02%
125
34
$31.8K 0.02%
5,000
35
$31.2K 0.02%
396
36
$29.4K 0.02%
322
37
$29.4K 0.02%
216
+1
38
$26.8K 0.02%
540
39
$26.6K 0.02%
285
40
$26.4K 0.02%
746
+7
41
$17.5K 0.01%
250
42
$17.1K 0.01%
1,022
43
$14.6K 0.01%
332
44
$13.2K 0.01%
280
45
$12.9K 0.01%
251
+2
46
$11.2K 0.01%
249
47
$10.9K 0.01%
100
48
$10.6K 0.01%
615
49
$10.5K 0.01%
30,345
50
$10.3K 0.01%
100
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