MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.6M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$5.39M
3
+$3.2M
4
CMCSA icon
Comcast
CMCSA
+$1.66M
5
AFG icon
American Financial Group
AFG
+$1.31M

Top Sells

1
+$45.5M
2
+$39.9M
3
+$34M
4
MSFT icon
Microsoft
MSFT
+$13.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.7M

Sector Composition

1 Communication Services 64.89%
2 Energy 13.5%
3 Technology 11.68%
4 Consumer Staples 3.44%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3
77
– –
-98
78
– –
-6,400
1 2 3
4