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
$144M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.2M
3
+$7.33M
4
AAPL icon
Apple
AAPL
+$5.6M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$152K
2
+$32K
3
+$20.6K
4
SHOO icon
Steven Madden
SHOO
+$17K
5
PSEC icon
Prospect Capital
PSEC
+$5K

Sector Composition

1 Technology 31.11%
2 Energy 30.93%
3 Consumer Discretionary 25.59%
4 Communication Services 10.3%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 29.85%
411,298
+98,006
2
$36.6M 25.43%
412,779
+82,659
3
$31.1M 21.56%
236,616
+42,684
4
$14.6M 10.14%
131,640
+125,050
5
$13.6M 9.42%
55,854
+9,309
6
$612K 0.42%
2,856
7
$488K 0.34%
1,285
+645
8
$479K 0.33%
2,918
+1,317
9
$240K 0.17%
1,000
10
$226K 0.16%
4,843
+41
11
$222K 0.15%
1,468
12
$212K 0.15%
1,918
+863
13
$204K 0.14%
476
14
$175K 0.12%
534
+172
15
$174K 0.12%
6,400
+400
16
$163K 0.11%
901
17
$161K 0.11%
2,590
+617
18
$146K 0.1%
3,126
+300
19
$131K 0.09%
1,120
+540
20
$107K 0.07%
+2,000
21
$106K 0.07%
1,021
+421
22
$105K 0.07%
425
+213
23
$105K 0.07%
1,106
+456
24
$102K 0.07%
9,360
+4,424
25
$97K 0.07%
760
+230
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