MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$58.5K
3
+$57.8K
4
XOM icon
Exxon Mobil
XOM
+$50.3K
5
META icon
Meta Platforms (Facebook)
META
+$48.6K

Top Sells

1
+$1.61M
2
+$1.53M
3
+$894K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$247K
5
EPD icon
Enterprise Products Partners
EPD
+$124K

Sector Composition

1 Consumer Discretionary 31.35%
2 Technology 31.11%
3 Energy 22.63%
4 Communication Services 11.74%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2K 0.01%
100
52
$12.7K 0.01%
+205
53
$12.4K 0.01%
100
54
$10.2K 0.01%
75
55
$9.97K 0.01%
125
56
$8.86K 0.01%
50
57
$8.51K 0.01%
75
58
$7.59K ﹤0.01%
124
59
$7.38K ﹤0.01%
30
60
$7.33K ﹤0.01%
100
61
$7.23K ﹤0.01%
100
62
$6.11K ﹤0.01%
137
63
$4.87K ﹤0.01%
50
64
$3.96K ﹤0.01%
25
65
$3.71K ﹤0.01%
50
66
$3.67K ﹤0.01%
276
+3
67
$3.08K ﹤0.01%
130
68
$2.77K ﹤0.01%
100
69
$2.31K ﹤0.01%
539
70
$2.16K ﹤0.01%
247
71
$1.48K ﹤0.01%
20
72
$1.13K ﹤0.01%
7
73
$1.1K ﹤0.01%
56
74
$1.08K ﹤0.01%
25
75
$697 ﹤0.01%
3
1 2
3
4