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
$156M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$146K
4
ET icon
Energy Transfer Partners
ET
+$61.1K
5
TSLA icon
Tesla
TSLA
+$55.2K

Top Sells

1
+$1.11M
2
+$634K
3
+$156K
4
XOM icon
Exxon Mobil
XOM
+$63.7K
5
HON icon
Honeywell
HON
+$53.7K

Sector Composition

1 Technology 34.32%
2 Consumer Discretionary 28.91%
3 Energy 21.92%
4 Communication Services 11.79%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.87K 0.01%
125
52
$8.92K 0.01%
75
53
$8.1K 0.01%
100
54
$7.37K ﹤0.01%
30
55
$7.31K ﹤0.01%
124
56
$7.3K ﹤0.01%
75
57
$7.22K ﹤0.01%
49
58
$7.16K ﹤0.01%
+501
59
$7.12K ﹤0.01%
50
60
$6.88K ﹤0.01%
100
61
$5.15K ﹤0.01%
137
62
$4.22K ﹤0.01%
50
63
$3.92K ﹤0.01%
25
64
$3.33K ﹤0.01%
273
+4
65
$3K ﹤0.01%
50
66
$2.88K ﹤0.01%
100
67
$2.81K ﹤0.01%
247
68
$2.6K ﹤0.01%
130
69
$2.36K ﹤0.01%
+2,373
70
$1.96K ﹤0.01%
539
71
$1.32K ﹤0.01%
20
72
$1.19K ﹤0.01%
+56
73
$1.08K ﹤0.01%
7
74
$973 ﹤0.01%
+25
75
$768 ﹤0.01%
3
1 2
3
4