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
$184M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$277K
3
+$25.5K
4
SMCI icon
Super Micro Computer
SMCI
+$17.4K
5
NFLX icon
Netflix
NFLX
+$12.4K

Top Sells

1
+$1.23M
2
+$706K
3
+$508K
4
MSFT icon
Microsoft
MSFT
+$284K
5
OXY icon
Occidental Petroleum
OXY
+$236K

Sector Composition

1 Technology 36.74%
2 Consumer Discretionary 27.68%
3 Energy 21.08%
4 Communication Services 11.18%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3K 0.01%
75
52
$10K 0.01%
+100
53
$9.64K 0.01%
100
-1,191
54
$8.74K ﹤0.01%
100
55
$8.28K ﹤0.01%
75
56
$7.96K ﹤0.01%
125
57
$7.79K ﹤0.01%
50
58
$7.78K ﹤0.01%
+273
59
$7.66K ﹤0.01%
49
-300
60
$7.25K ﹤0.01%
30
61
$7.19K ﹤0.01%
100
62
$6.99K ﹤0.01%
100
-24
63
$6.13K ﹤0.01%
205
64
$5.76K ﹤0.01%
137
65
$4.85K ﹤0.01%
67
66
$4.56K ﹤0.01%
130
67
$4.5K ﹤0.01%
50
68
$4.39K ﹤0.01%
50
69
$4.11K ﹤0.01%
25
70
$2.93K ﹤0.01%
100
71
$2.46K ﹤0.01%
+5
72
$2.17K ﹤0.01%
+45
73
$2.15K ﹤0.01%
100
74
$1.92K ﹤0.01%
247
75
$1.71K ﹤0.01%
20
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