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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$34.7M
3
+$18.5M
4
XOM icon
Exxon Mobil
XOM
+$16.3M
5
MSFT icon
Microsoft
MSFT
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 37.6%
2 Technology 34.11%
3 Communication Services 15.05%
4 Energy 11.53%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16K 0.01%
+540
52
$15K 0.01%
+235
53
$15K 0.01%
+333
54
$15K 0.01%
+448
55
$15K 0.01%
+167
56
$15K 0.01%
+333
57
$14K 0.01%
+180
58
$14K 0.01%
+492
59
$14K 0.01%
+5,000
60
$12K 0.01%
+50
61
$11K 0.01%
+100
62
$11K 0.01%
+119
63
$10K 0.01%
+75
64
$10K 0.01%
+105
65
$7K ﹤0.01%
+75
66
$7K ﹤0.01%
+100
67
$7K ﹤0.01%
+124
68
$7K ﹤0.01%
+410
69
$6K ﹤0.01%
+700
70
$6K ﹤0.01%
+100
71
$6K ﹤0.01%
+196
72
$5K ﹤0.01%
+50
73
$5K ﹤0.01%
+251
74
$5K ﹤0.01%
+50
75
$5K ﹤0.01%
+260
1 2
3
4