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
$184M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$277K
3
+$25.5K
4
SMCI icon
Super Micro Computer
SMCI
+$17.4K
5
NFLX icon
Netflix
NFLX
+$12.4K

Top Sells

1
+$1.23M
2
+$706K
3
+$508K
4
MSFT icon
Microsoft
MSFT
+$284K
5
OXY icon
Occidental Petroleum
OXY
+$236K

Sector Composition

1 Technology 36.74%
2 Consumer Discretionary 27.68%
3 Energy 21.08%
4 Communication Services 11.18%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.2K 0.03%
241
+11
27
$48K 0.03%
1,142
-311
28
$45.3K 0.02%
240
29
$36.5K 0.02%
269
30
$36.1K 0.02%
396
31
$35.7K 0.02%
846
32
$34K 0.02%
285
33
$33.5K 0.02%
765
34
$32.6K 0.02%
125
35
$31.8K 0.02%
615
-4,572
36
$25.5K 0.01%
+8,000
37
$24.1K 0.01%
769
+16
38
$23.2K 0.01%
250
39
$22.2K 0.01%
1,022
40
$18.7K 0.01%
249
41
$17.9K 0.01%
219
+1
42
$17.4K 0.01%
+3,650
43
$16.7K 0.01%
280
44
$14.1K 0.01%
100
45
$13.9K 0.01%
261
+3
46
$13.7K 0.01%
332
47
$12.4K 0.01%
+18
48
$12.1K 0.01%
100
49
$11.6K 0.01%
315
50
$11K 0.01%
100
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