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
$120M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$28.4K
3
+$16.7K
4
OXY icon
Occidental Petroleum
OXY
+$10.3K
5
AMC icon
AMC Entertainment Holdings
AMC
+$10K

Top Sells

1
+$470K
2
+$393K
3
+$188K
4
CVX icon
Chevron
CVX
+$69.3K
5
META icon
Meta Platforms (Facebook)
META
+$26.8K

Sector Composition

1 Technology 32.16%
2 Consumer Discretionary 29.25%
3 Energy 23.21%
4 Communication Services 13.54%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.01%
333
-424
52
$17K 0.01%
5,000
53
$17K 0.01%
539
+4
54
$12K 0.01%
100
55
$11K 0.01%
249
56
$10K 0.01%
75
57
$10K 0.01%
+75
58
$8K 0.01%
124
59
$8K 0.01%
540
60
$7K 0.01%
50
61
$6K 0.01%
75
62
$6K 0.01%
100
63
$5K ﹤0.01%
50
64
$5K ﹤0.01%
50
65
$5K ﹤0.01%
100
66
$5K ﹤0.01%
700
67
$5K ﹤0.01%
+17
68
$5K ﹤0.01%
35
69
$4K ﹤0.01%
539
+184
70
$4K ﹤0.01%
25
71
$4K ﹤0.01%
45
72
$4K ﹤0.01%
137
73
$4K ﹤0.01%
60
74
$3K ﹤0.01%
255
+2
75
$3K ﹤0.01%
360
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3
4