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
$120M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$28.4K
3
+$16.7K
4
OXY icon
Occidental Petroleum
OXY
+$10.3K
5
AMC icon
AMC Entertainment Holdings
AMC
+$10K

Top Sells

1
+$470K
2
+$393K
3
+$188K
4
CVX icon
Chevron
CVX
+$69.3K
5
META icon
Meta Platforms (Facebook)
META
+$26.8K

Sector Composition

1 Technology 32.16%
2 Consumer Discretionary 29.25%
3 Energy 23.21%
4 Communication Services 13.54%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 29.11%
330,120
-3,700
2
$26.8M 22.27%
313,292
+9,246
3
$26.5M 22.01%
193,932
-3,441
4
$14.4M 11.97%
131,800
+260
5
$12M 9.92%
46,545
-731
6
$1.77M 1.47%
10,958
-166
7
$496K 0.41%
2,856
8
$241K 0.2%
640
+2
9
$232K 0.19%
1,601
-478
10
$224K 0.19%
6,000
11
$211K 0.18%
1,468
12
$179K 0.15%
1,000
13
$168K 0.14%
4,802
+14
14
$152K 0.13%
6,233
15
$150K 0.12%
901
16
$143K 0.12%
476
17
$116K 0.1%
1,973
+176
18
$115K 0.1%
2,826
19
$108K 0.09%
362
-15
20
$108K 0.09%
1,055
+2
21
$72K 0.06%
2,000
22
$62K 0.05%
580
+3
23
$60K 0.05%
530
-40
24
$56K 0.05%
1,096
25
$54K 0.04%
600
+2
1
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