MWA
Miller Wealth Advisors Portfolio holdings
AUM $180M
AUM
$180M
AUM Growth
-$16M (-8%)
Cap. Flow
+$117K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
97.86%
Holding
102
New
10
Increased
22
Reduced
7
Closed
2
Top Buys
| 1 | $226K | |
| 2 | $122K | |
| 3 | $51.2K | |
| 4 | $45.1K | |
| 5 | $36.1K |
Top Sells
| 1 | $265K | |
| 2 | $149K | |
| 3 | $84.5K | |
| 4 | $40.1K | |
| 5 | $14.6K |
Sector Composition
| 1 | Technology | 36.37% |
| 2 | Consumer Discretionary | 27.95% |
| 3 | Energy | 21.04% |
| 4 | Communication Services | 10.83% |
| 5 | Financials | 2.29% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $16.8K | 0.01% | 18 | – | – | |||
| $16.8K | 0.01% | 324 | New | +$16.8K | |||
| $16.3K | 0.01% | 267 +3 | +1% | +$183 | |||
| $15.7K | 0.01% | 280 | – | – | |||
| $14.8K | 0.01% | 100 | – | – | |||
| $14.4K | 0.01% | 249 | – | – | |||
| $14.2K | 0.01% | 332 | – | – | |||
| $13.8K | 0.01% | 315 | – | – | |||
| $13.2K | 0.01% | 100 | – | – | |||
| $12.5K | 0.01% | 365 | – | – | |||
| $12.2K | 0.01% | 100 | – | – | |||
| $11.2K | 0.01% | 100 | – | – | |||
| $10.2K | 0.01% | 99 | – | – | |||
| $9.92K | 0.01% | 100 | – | – | |||
| $9.85K | 0.01% | 75 | – | – | |||
| $8.98K | 0.01% | 100 | – | – | |||
| $8.47K | 0% | 125 | – | – | |||
| $8.22K | 0% | 75 | – | – | |||
| $7.83K | 0% | 100 | – | – | |||
| $6.21K | 0% | 273 | – | – | |||
| $5.1K | 0% | 67 | – | – | |||
| $4.77K | 0% | 137 | – | – | |||
| $4.15K | 0% | 25 | – | – | |||
| $4.09K | 0% | 130 | – | – | |||
| $4.01K | 0% | 205 | – | – |
