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
$167M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$58.5K
3
+$57.8K
4
XOM icon
Exxon Mobil
XOM
+$50.3K
5
META icon
Meta Platforms (Facebook)
META
+$48.6K

Top Sells

1
+$1.61M
2
+$1.53M
3
+$894K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$247K
5
EPD icon
Enterprise Products Partners
EPD
+$124K

Sector Composition

1 Consumer Discretionary 31.35%
2 Technology 31.11%
3 Energy 22.63%
4 Communication Services 11.74%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.1K 0.05%
430
-15
27
$77.8K 0.05%
100
28
$69.6K 0.04%
4,424
29
$67.4K 0.04%
530
+3
30
$66.6K 0.04%
369
+320
31
$48.6K 0.03%
+100
32
$43.7K 0.03%
240
33
$40.1K 0.02%
956
34
$36.7K 0.02%
846
35
$34.2K 0.02%
396
36
$33.9K 0.02%
217
+1
37
$33.5K 0.02%
125
38
$31.4K 0.02%
5,000
39
$29K 0.02%
865
-160
40
$28.5K 0.02%
322
41
$28.1K 0.02%
746
42
$26.8K 0.02%
285
43
$18K 0.01%
1,022
44
$17.9K 0.01%
250
45
$17.2K 0.01%
332
46
$15K 0.01%
30,345
47
$14.4K 0.01%
625
+10
48
$13.8K 0.01%
254
+3
49
$13.8K 0.01%
280
50
$13.7K 0.01%
249
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