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
$148M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35M
3
+$33.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14M

Top Sells

1
+$26.1M
2
+$5.26M
3
+$2.57M
4
CMCSA icon
Comcast
CMCSA
+$1.86M
5
AFG icon
American Financial Group
AFG
+$1.18M

Sector Composition

1 Technology 35.09%
2 Consumer Discretionary 26.87%
3 Energy 24.42%
4 Communication Services 10.56%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.59K ﹤0.01%
50
-19,486
52
$6.17K ﹤0.01%
100
-716
53
$6.14K ﹤0.01%
30
-95
54
$5.67K ﹤0.01%
+100
55
$5.58K ﹤0.01%
49
-231
56
$5.14K ﹤0.01%
+137
57
$4.45K ﹤0.01%
+16,495
58
$4.35K ﹤0.01%
50
-312
59
$4.14K ﹤0.01%
+25
60
$4.03K ﹤0.01%
266
+265
61
$3.67K ﹤0.01%
+100
62
$3.1K ﹤0.01%
+247
63
$2.78K ﹤0.01%
539
+9
64
$2.73K ﹤0.01%
50
-1,950
65
$2.3K ﹤0.01%
130
-933
66
$1.73K ﹤0.01%
25
-307
67
$1.61K ﹤0.01%
17
+10
68
$1.13K ﹤0.01%
20
-3,155
69
$882 ﹤0.01%
7
-68
70
$726 ﹤0.01%
35
-181
71
$658 ﹤0.01%
+3
72
$324 ﹤0.01%
12
-582
73
$120 ﹤0.01%
12
-105
74
$89 ﹤0.01%
+1
75
– –
-1,437
1 2
3
4