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
$123M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1K

Top Sells

1
+$274M
2
+$1.77M
3
+$72K
4
MS icon
Morgan Stanley
MS
+$35K
5
EOG icon
EOG Resources
EOG
+$30K

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 28.75%
3 Energy 22.69%
4 Communication Services 11.84%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6K ﹤0.01%
100
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$5K ﹤0.01%
50
53
$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
700
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$5K ﹤0.01%
35
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$4K ﹤0.01%
25
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$4K ﹤0.01%
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59
$3K ﹤0.01%
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60
$3K ﹤0.01%
360
61
$2K ﹤0.01%
30
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$2K ﹤0.01%
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$2K ﹤0.01%
25
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$2K ﹤0.01%
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$1K ﹤0.01%
20
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$1K ﹤0.01%
34
67
$1K ﹤0.01%
+25
68
$1K ﹤0.01%
7
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