MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+10.2%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.04%
Holding
97
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$55.5M |
| 2 |
Apple
AAPL
|
$34.7M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$18.5M |
| 4 |
Exxon Mobil
XOM
|
$16.3M |
| 5 |
Microsoft
MSFT
|
$15.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 37.6% |
| 2 | Technology | 34.11% |
| 3 | Communication Services | 15.05% |
| 4 | Energy | 11.53% |
| 5 | Industrials | 0.75% |
