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
$184M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$277K
3
+$25.5K
4
SMCI icon
Super Micro Computer
SMCI
+$17.4K
5
NFLX icon
Netflix
NFLX
+$12.4K

Top Sells

1
+$1.23M
2
+$706K
3
+$508K
4
MSFT icon
Microsoft
MSFT
+$284K
5
OXY icon
Occidental Petroleum
OXY
+$236K

Sector Composition

1 Technology 36.74%
2 Consumer Discretionary 27.68%
3 Energy 21.08%
4 Communication Services 11.18%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37K ﹤0.01%
56
77
$1.32K ﹤0.01%
7
78
$746 ﹤0.01%
25
79
$651 ﹤0.01%
37
80
$203 ﹤0.01%
+5
81
$188 ﹤0.01%
8
82
$180 ﹤0.01%
3
83
$141 ﹤0.01%
12
84
– –
-4,424
85
– –
-100
86
– –
-30,345
1 2 3
4