MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
This Quarter Return
-6.97%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
10 Year Return
AUM
$180M
AUM Growth
-$16M
Cap. Flow
+$93.8K
Cap. Flow %
0.05%
Top 10 Hldgs %
97.86%
Holding
102
New
10
Increased
22
Reduced
7
Closed
2

Top Sells

1
$265K
2
$149K
3
$84.5K
4
$40.1K
5
$22.7K

Sector Composition

1Technology36.37%
2Consumer Discretionary27.95%
3Energy21.04%
4Communication Services10.83%
5Financials2.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$16.8K0.01% 18
$16.8K0.01%
+324
New
+$16.8K
$16.3K0.01% 267
+3
+1%
+$183
$15.7K0.01% 280
$14.8K0.01% 100
$14.4K0.01% 249
$14.2K0.01% 332
$13.8K0.01% 315
$13.2K0.01% 100
$12.5K0.01% 365
$12.2K0.01% 100
$11.2K0.01% 100
$10.2K0.01% 99
$9.92K0.01% 100
$9.85K0.01% 75
$8.98K0.01% 100
$8.47K﹤0.01% 125
$8.22K﹤0.01% 75
$7.83K﹤0.01% 100
$6.21K﹤0.01% 273
$5.1K﹤0.01% 67
$4.77K﹤0.01% 137
$4.15K﹤0.01% 25
$4.09K﹤0.01% 130
$4.01K﹤0.01% 205