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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
LLY icon
26
Eli Lilly
LLY
$1.01T
$92K 0.04%
100
PG icon
27
Procter & Gamble
PG
$348B
$79.4K 0.03%
550
HOOD icon
28
Robinhood
HOOD
$83.9B
$74.5K 0.03%
1,075
COP icon
29
ConocoPhillips
COP
$143B
$74.1K 0.03%
561
+4
ACHR icon
30
Archer Aviation
ACHR
$3.88B
$71.3K 0.03%
13,782
-200
AMAT icon
31
Applied Materials
AMAT
$450B
$68.4K 0.03%
200
EPD icon
32
Enterprise Products Partners
EPD
$80.6B
$62.6K 0.02%
1,656
-1,502
NKE icon
33
Nike
NKE
$66.5B
$58.7K 0.02%
1,112
+6
ABBV icon
34
AbbVie
ABBV
$402B
$52.2K 0.02%
240
RKT icon
35
Rocket Companies
RKT
$37B
$49.5K 0.02%
3,475
SOLS
36
Solstice Advanced Materials
SOLS
$13.2B
$49.5K 0.02%
650
MS icon
37
Morgan Stanley
MS
$338B
$46.9K 0.02%
285
TSLA icon
38
Tesla
TSLA
$1.53T
$44.2K 0.02%
119
-30
OXY icon
39
Occidental Petroleum
OXY
$56.2B
$40K 0.02%
615
MMM icon
40
3M
MMM
$82.6B
$39.1K 0.02%
+269
VZ icon
41
Verizon
VZ
$201B
$38.4K 0.01%
765
PFG icon
42
Principal Financial Group
PFG
$24B
$35.7K 0.01%
396
ITW icon
43
Illinois Tool Works
ITW
$74.1B
$32.5K 0.01%
125
BP icon
44
BP
BP
$110B
$31.7K 0.01%
675
+7
KO icon
45
Coca-Cola
KO
$355B
$29.7K 0.01%
390
T icon
46
AT&T
T
$164B
$29.6K 0.01%
1,022
DG icon
47
Dollar General
DG
$25.3B
$27K 0.01%
227
+1
LMT icon
48
Lockheed Martin
LMT
$125B
$25.4K 0.01%
42
VRT icon
49
Vertiv
VRT
$116B
$25.1K 0.01%
100
-62
SO icon
50
Southern Company
SO
$106B
$24.1K 0.01%
250
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