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
$144M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.2M
3
+$7.33M
4
AAPL icon
Apple
AAPL
+$5.6M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$152K
2
+$32K
3
+$20.6K
4
SHOO icon
Steven Madden
SHOO
+$17K
5
PSEC icon
Prospect Capital
PSEC
+$5K

Sector Composition

1 Technology 31.11%
2 Energy 30.93%
3 Consumer Discretionary 25.59%
4 Communication Services 10.3%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
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