MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+0.29%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+18%)
Cap. Flow
+$36.3M
Cap. Flow
% of AUM
25.24%
Top 10 Holdings %
Top 10 Hldgs %
97.82%
Holding
119
New
14
Increased
37
Reduced
1
Closed
27
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$13.9M |
| 2 |
Exxon Mobil
XOM
|
$10.2M |
| 3 |
Amazon
AMZN
|
$7.33M |
| 4 |
Apple
AAPL
|
$5.6M |
| 5 |
Microsoft
MSFT
|
$2.26M |
Top Sells
| 1 |
Enterprise Products Partners
EPD
|
$152K |
| 2 |
Skechers
SKX
|
$32K |
| 3 |
Union Pacific
UNP
|
$20.6K |
| 4 |
Steven Madden
SHOO
|
$17K |
| 5 |
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% |
