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
$167M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$58.5K
3
+$57.8K
4
XOM icon
Exxon Mobil
XOM
+$50.3K
5
META icon
Meta Platforms (Facebook)
META
+$48.6K

Top Sells

1
+$1.61M
2
+$1.53M
3
+$894K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$247K
5
EPD icon
Enterprise Products Partners
EPD
+$124K

Sector Composition

1 Consumer Discretionary 31.35%
2 Technology 31.11%
3 Energy 22.63%
4 Communication Services 11.74%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681 ﹤0.01%
36
77
$208 ﹤0.01%
8
78
$174 ﹤0.01%
3
79
$143 ﹤0.01%
12
80
– –
-501
81
– –
-2,373
1 2 3
4