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
$148M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M
2 +$35M
3 +$33.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14M

Top Sells

1 +$26.1M
2 +$5.26M
3 +$2.57M
4
CMCSA icon
Comcast
CMCSA
+$1.86M
5
AFG icon
American Financial Group
AFG
+$1.18M

Sector Composition

1 Technology 35.09%
2 Consumer Discretionary 26.87%
3 Energy 24.42%
4 Communication Services 10.56%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-720
77
-20