MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$578K
4
META icon
Meta Platforms (Facebook)
META
+$294K
5
XOM icon
Exxon Mobil
XOM
+$124K

Top Sells

1
+$259K
2
+$187K
3
+$141K
4
TSLA icon
Tesla
TSLA
+$33.4K
5
MBLY icon
Mobileye
MBLY
+$25.4K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.46T
$56M 22.6%
255,067
-1,179
AAPL icon
2
Apple
AAPL
$4.11T
$41.3M 16.66%
162,116
-736
XOM icon
3
Exxon Mobil
XOM
$504B
$32.9M 13.29%
292,222
+1,104
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.79T
$29.9M 12.04%
122,563
+376
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.77T
$29.9M 12.04%
122,563
+376
MSFT icon
6
Microsoft
MSFT
$3.59T
$25.1M 10.14%
48,533
+1,116
NVDA icon
7
NVIDIA
NVDA
$4.4T
$13.1M 5.27%
69,944
+5,828
PLTR icon
8
Palantir
PLTR
$447B
$10.1M 4.07%
55,230
+5,511
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.62M 1.46%
7,210
+163
MBLY icon
10
Mobileye
MBLY
$9.28B
$578K 0.23%
40,956
-1,800
HON icon
11
Honeywell
HON
$123B
$547K 0.22%
2,600
CAT icon
12
Caterpillar
CAT
$293B
$504K 0.2%
1,056
SPY icon
13
SPDR S&P 500 ETF Trust
SPY
$700B
$446K 0.18%
670
+2
META icon
14
Meta Platforms (Facebook)
META
$1.65T
$294K 0.12%
+400
WMT icon
15
Walmart Inc. Common Stock
WMT
$921B
$282K 0.11%
2,736
GS icon
16
Goldman Sachs
GS
$273B
$256K 0.1%
322
DE icon
17
Deere & Co
DE
$129B
$218K 0.09%
476
INTC icon
18
Intel
INTC
$188B
$207K 0.08%
6,170
CVX icon
19
Chevron
CVX
$301B
$203K 0.08%
1,308
+11
JPM icon
20
JPMorgan Chase
JPM
$864B
$136K 0.05%
430
PEP icon
21
PepsiCo
PEP
$204B
$134K 0.05%
951
APA icon
22
APA Corp
APA
$9.2B
$124K 0.05%
5,099
NLR icon
23
VanEck Uranium + Nuclear Energy ETF
NLR
$3.61B
$122K 0.05%
900
+650
EPD icon
24
Enterprise Products Partners
EPD
$69.7B
$119K 0.05%
3,811
-238
ACHR icon
25
Archer Aviation
ACHR
$6.28B
$115K 0.05%
11,982
+3,000
1
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