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
1
$35.1M 28.61%
330,120
2
$26.8M 21.89%
313,292
3
$26.5M 21.64%
193,932
4
$14.4M 11.76%
6,590
-125,210
5
$12M 9.76%
46,545
6
$496K 0.4%
2,856
7
$241K 0.2%
640
8
$232K 0.19%
1,601
9
$224K 0.18%
6,000
10
$211K 0.17%
1,468
11
$179K 0.15%
1,000
12
$168K 0.14%
4,802
13
$152K 0.12%
6,233
14
$150K 0.12%
901
15
$143K 0.12%
476
16
$116K 0.09%
1,973
17
$115K 0.09%
2,826
18
$108K 0.09%
362
19
$108K 0.09%
1,055
20
$62K 0.05%
580
21
$60K 0.05%
530
22
$56K 0.05%
1,096
23
$54K 0.04%
600
24
$53K 0.04%
650
25
$52K 0.04%
212
1
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