MWA
Mills Wealth Advisors Portfolio holdings
AUM
$218M
This Quarter Return
+5.55%
1 Year Return
+10.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.17%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fathom Holdings
FTHM
$56M
| $71.6K | 0.06% |
+16,842
| New | +$71.6K |
|