MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$254K
3
+$212K
4
HOOD icon
Robinhood
HOOD
+$67.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$38K

Top Sells

1
+$668K
2
+$389K
3
+$218K
4
MMM icon
3M
MMM
+$41.7K
5
HWM icon
Howmet Aerospace
HWM
+$39.2K

Sector Composition

1 Technology 33.65%
2 Communication Services 28.58%
3 Consumer Discretionary 21.74%
4 Energy 13.36%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.62T
$58.2M 21.5%
252,175
-2,892
AAPL icon
2
Apple
AAPL
$3.8T
$43.9M 16.2%
161,314
-802
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.04T
$38.5M 14.22%
122,684
+121
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.04T
$38.5M 14.22%
122,684
+121
XOM icon
5
Exxon Mobil
XOM
$577B
$35.4M 13.07%
293,987
+1,765
MSFT icon
6
Microsoft
MSFT
$3.57T
$23.5M 8.69%
48,611
+78
NVDA icon
7
NVIDIA
NVDA
$4.58T
$13.3M 4.91%
71,307
+1,363
PLTR icon
8
Palantir
PLTR
$395B
$10.1M 3.72%
56,689
+1,459
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.02T
$3.24M 1.2%
6,437
-773
CAT icon
10
Caterpillar
CAT
$299B
$605K 0.22%
1,056
HON icon
11
Honeywell
HON
$140B
$507K 0.19%
2,600
SPY icon
12
SPDR S&P 500 ETF Trust
SPY
$713B
$458K 0.17%
672
+2
MBLY icon
13
Mobileye
MBLY
$8.2B
$434K 0.16%
41,556
+600
WMT icon
14
Walmart Inc
WMT
$932B
$305K 0.11%
2,736
GS icon
15
Goldman Sachs
GS
$279B
$283K 0.1%
322
META icon
16
Meta Platforms (Facebook)
META
$1.7T
$264K 0.1%
400
INTC icon
17
Intel
INTC
$219B
$228K 0.08%
6,170
DE icon
18
Deere & Co
DE
$141B
$222K 0.08%
476
CVX icon
19
Chevron
CVX
$338B
$201K 0.07%
1,320
+12
JPM icon
20
JPMorgan Chase
JPM
$810B
$139K 0.05%
430
PEP icon
21
PepsiCo
PEP
$203B
$136K 0.05%
951
APA icon
22
APA Corp
APA
$9.16B
$125K 0.05%
5,099
HOOD icon
23
Robinhood
HOOD
$94.6B
$122K 0.04%
1,075
+595
NLR icon
24
VanEck Uranium + Nuclear Energy ETF
NLR
$4.77B
$112K 0.04%
900
LLY icon
25
Eli Lilly
LLY
$930B
$107K 0.04%
100
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