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
$20.6M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$2.01M
3 +$418K
4
BMY icon
Bristol-Myers Squibb
BMY
+$180K
5
DG icon
Dollar General
DG
+$155K

Top Sells

1 +$86.8M
2 +$71.1M
3 +$43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.1M
5
MSFT icon
Microsoft
MSFT
+$2.81M

Sector Composition

1 Communication Services 64.89%
2 Energy 13.5%
3 Technology 11.68%
4 Consumer Staples 3.44%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.1M 63.75%
45,536
+43,844
2
$2.19M 10.63%
35,058
+32,140
3
$1.92M 9.32%
6,215
-230,401
4
$420K 2.04%
19,536
+19,436
5
$240K 1.17%
4,396
-51,458
6
$229K 1.11%
1,000
-120
7
$218K 1.06%
1,468
+1,043
8
$196K 0.95%
6,000
+5,519
9
$164K 0.8%
901
+571
10
$159K 0.77%
3,923
+3,601
11
$139K 0.68%
3,175
+3,155
12
$136K 0.66%
5,258
+2,668
13
$135K 0.66%
2,579
+535
14
$130K 0.63%
1,063
+933
15
$118K 0.57%
362
+312
16
$100K 0.49%
100,000
+99,927
17
$98K 0.48%
2,000
+1,950
18
$93K 0.45%
10,490
+9,950
19
$91K 0.44%
1,437
+1,367
20
$83K 0.4%
594
+574
21
$69K 0.34%
530
-9
22
$45K 0.22%
214
-412,565
23
$40K 0.19%
250
-110
24
$34K 0.17%
100
-400
25
$30K 0.15%
125
+65