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
$125M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.19M
3
+$273K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$246K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$234K

Top Sells

1
+$10.6M
2
+$3.03M
3
+$1.63M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$881K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$540K

Sector Composition

1 Consumer Discretionary 0.53%
2 Technology 0.42%
3 Energy 0.31%
4 Real Estate 0.23%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-709
1 2
3