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
$123M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$1K

Top Sells

1 +$274M
2 +$1.77M
3 +$72K
4
MS icon
Morgan Stanley
MS
+$35K
5
EOG icon
EOG Resources
EOG
+$30K

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 28.75%
3 Energy 22.69%
4 Communication Services 11.84%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
0