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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$34.7M
3
+$18.5M
4
XOM icon
Exxon Mobil
XOM
+$16.3M
5
MSFT icon
Microsoft
MSFT
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 37.6%
2 Technology 34.11%
3 Communication Services 15.05%
4 Energy 11.53%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.5M 37.36%
+333,100
2
$34.7M 23.37%
+195,682
3
$18.5M 12.42%
+127,660
4
$16.3M 10.94%
+265,680
5
$15.5M 10.44%
+46,128
6
$3.77M 2.53%
+11,199
7
$596K 0.4%
+2,856
8
$309K 0.21%
+6,000
9
$302K 0.2%
+636
10
$240K 0.16%
+1,468
11
$207K 0.14%
+1,000
12
$186K 0.13%
+1,586
13
$176K 0.12%
+1,053
14
$163K 0.11%
+476
15
$157K 0.11%
+901
16
$137K 0.09%
+6,233
17
$136K 0.09%
+2,826
18
$128K 0.09%
+4,770
19
$121K 0.08%
+317
20
$90K 0.06%
+3,000
21
$71K 0.05%
+450
22
$66K 0.04%
+160
23
$65K 0.04%
+5,385
24
$57K 0.04%
+1,096
25
$50K 0.03%
+211
1
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