MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
-0.01%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+1.7%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
95.69%
Holding
125
New
22
Increased
–
Reduced
–
Closed
21
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.77M |
| 2 |
Schlumberger
SLB
|
$72K |
| 3 |
Morgan Stanley
MS
|
$35K |
| 4 |
EOG Resources
EOG
|
$30K |
| 5 |
Matador Resources
MTDR
|
$25K |
Sector Composition
| 1 | Technology | 31.59% |
| 2 | Consumer Discretionary | 28.75% |
| 3 | Energy | 22.69% |
| 4 | Communication Services | 11.84% |
| 5 | Industrials | 0.75% |
