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MWA

Miller Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$111K
3
+$42.8K
4
NVDA icon
NVIDIA
NVDA
+$34.1K
5
ASML icon
ASML
ASML
+$9.59K

Top Sells

1
+$829K
2
+$486K
3
+$439K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$439K
5
XOM icon
Exxon Mobil
XOM
+$361K

Sector Composition

1 Technology 30.72%
2 Communication Services 26.92%
3 Consumer Discretionary 20.08%
4 Energy 19.49%
5 Financials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.57T
$51.7M 19.92%
248,409
-3,766
XOM icon
2
Exxon Mobil
XOM
$609B
$49.5M 19.04%
291,513
-2,474
AAPL icon
3
Apple
AAPL
$4.28T
$40.5M 15.58%
159,448
-1,866
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.37T
$34.8M 13.4%
121,287
-1,397
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.39T
$34.8M 13.4%
121,287
-1,397
MSFT icon
6
Microsoft
MSFT
$2.9T
$18.2M 7.01%
49,195
+584
NVDA icon
7
NVIDIA
NVDA
$4.97T
$12.5M 4.8%
71,493
+186
PLTR icon
8
Palantir
PLTR
$307B
$8.28M 3.19%
56,583
-106
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.03M 1.17%
6,327
-110
CAT icon
10
Caterpillar
CAT
$419B
$748K 0.29%
1,056
HON icon
11
Honeywell
HON
$140B
$588K 0.23%
2,600
SPY icon
12
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$438K 0.17%
674
+2
CVX icon
13
Chevron
CVX
$373B
$399K 0.15%
1,930
+610
WMT icon
14
Walmart Inc
WMT
$963B
$340K 0.13%
2,736
MBLY icon
15
Mobileye
MBLY
$7.87B
$285K 0.11%
41,551
-5
GS icon
16
Goldman Sachs
GS
$314B
$272K 0.1%
322
DE icon
17
Deere & Co
DE
$156B
$268K 0.1%
476
INTC icon
18
Intel
INTC
$626B
$265K 0.1%
6,000
-170
META icon
19
Meta Platforms (Facebook)
META
$1.44T
$229K 0.09%
400
APA icon
20
APA Corp
APA
$13.1B
$216K 0.08%
5,099
VLO icon
21
Valero Energy
VLO
$76.8B
$160K 0.06%
646
+3
PEP icon
22
PepsiCo
PEP
$197B
$148K 0.06%
951
PSX icon
23
Phillips 66
PSX
$71.9B
$130K 0.05%
715
+4
JPM icon
24
JPMorgan Chase
JPM
$859B
$126K 0.05%
430
NLR icon
25
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$120K 0.05%
900
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