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
$156M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$248K
3
+$140K
4
ET icon
Energy Transfer Partners
ET
+$60.1K
5
TSLA icon
Tesla
TSLA
+$52.8K

Top Sells

1
+$1.03M
2
+$608K
3
+$159K
4
XOM icon
Exxon Mobil
XOM
+$67K
5
HON icon
Honeywell
HON
+$49K

Sector Composition

1 Technology 34.32%
2 Consumer Discretionary 28.91%
3 Energy 21.92%
4 Communication Services 11.79%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$516 ﹤0.01%
36
+1
77
$201 ﹤0.01%
8
-4
78
$165 ﹤0.01%
+3
79
$130 ﹤0.01%
12
1 2 3
4