MWA

Mills Wealth Advisors Portfolio holdings

AUM $246M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.78%
2 Energy 0.32%
3 Technology 0.2%
4 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$71.6K 0.06%
+16,842