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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$34.7M
3
+$18.5M
4
XOM icon
Exxon Mobil
XOM
+$16.3M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
+137
77
$5K ﹤0.01%
+49
78
$4K ﹤0.01%
+30
79
$4K ﹤0.01%
+28
80
$4K ﹤0.01%
+25
81
$4K ﹤0.01%
+10
82
$4K ﹤0.01%
+35
83
$3K ﹤0.01%
+25
84
$3K ﹤0.01%
+60
85
$3K ﹤0.01%
+165
86
$3K ﹤0.01%
+60
87
$2K ﹤0.01%
+102
88
$2K ﹤0.01%
+100
89
$1K ﹤0.01%
+20
90
$1K ﹤0.01%
+33
91
$1K ﹤0.01%
+7
92
$1K ﹤0.01%
+16
93
$1K ﹤0.01%
+56
94
$0 ﹤0.01%
+12
95
– –
0
96
$0 ﹤0.01%
+10
1 2 3
4