MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
-19.13%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-22%)
Cap. Flow
+$33.3M
Cap. Flow
% of AUM
27.65%
Top 10 Holdings %
Top 10 Hldgs %
97.74%
Holding
97
New
5
Increased
17
Reduced
8
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$33.3M |
| 2 |
Exxon Mobil
XOM
|
$792K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$28.4K |
| 4 |
EOG Resources
EOG
|
$16.7K |
| 5 |
Occidental Petroleum
OXY
|
$10.3K |
Top Sells
| 1 |
Apple
AAPL
|
$470K |
| 2 |
Microsoft
MSFT
|
$188K |
| 3 |
Chevron
CVX
|
$69.3K |
| 4 |
Meta Platforms (Facebook)
META
|
$26.8K |
| 5 |
Devon Energy
DVN
|
$22.9K |
Sector Composition
| 1 | Technology | 32.16% |
| 2 | Consumer Discretionary | 29.25% |
| 3 | Energy | 23.21% |
| 4 | Communication Services | 13.54% |
| 5 | Industrials | 0.76% |
