MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
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
+$12.6M
2
+$2.01M
3
+$418K
4
BMY icon
Bristol-Myers Squibb
BMY
+$180K
5
DG icon
Dollar General
DG
+$155K

Top Sells

1
+$86.8M
2
+$71.1M
3
+$43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.1M
5
MSFT icon
Microsoft
MSFT
+$2.81M

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
– –
-411,298
77
– –
-3
78
– –
-98
1 2 3
4