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
$131M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.56M
3
+$1.19M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$458K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$434K

Top Sells

1
+$2.81M
2
+$2.11M
3
+$1.36M
4
BND icon
Vanguard Total Bond Market
BND
+$857K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$314K

Sector Composition

1 Consumer Discretionary 0.71%
2 Technology 0.45%
3 Energy 0.25%
4 Real Estate 0.22%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.4K 0.04%
16,265
+500
52
– –
-4,238
53
– –
-6,558
54
– –
-11,089
1 2
3