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 +$264K
2 +$254K
3 +$205K
4
HOOD icon
Robinhood
HOOD
+$77.4K
5
MSFT icon
Microsoft
MSFT
+$39.1K

Top Sells

1 +$662K
2 +$385K
3 +$215K
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
ACHR icon
26
Archer Aviation
ACHR
$4.52B
$105K 0.04%
13,982
+2,000
VLO icon
27
Valero Energy
VLO
$69B
$105K 0.04%
643
+4
EPD icon
28
Enterprise Products Partners
EPD
$80B
$101K 0.04%
3,158
-653
PSX icon
29
Phillips 66
PSX
$69.2B
$91.7K 0.03%
711
+4
PG icon
30
Procter & Gamble
PG
$350B
$78.8K 0.03%
550
NKE icon
31
Nike
NKE
$79.9B
$70.5K 0.03%
1,106
+5
RKT icon
32
Rocket Companies
RKT
$39.9B
$67.3K 0.02%
3,475
+1,825
TSLA icon
33
Tesla
TSLA
$1.47T
$67K 0.02%
149
ABBV icon
34
AbbVie
ABBV
$388B
$54.8K 0.02%
240
COP icon
35
ConocoPhillips
COP
$149B
$52.2K 0.02%
557
+5
AMAT icon
36
Applied Materials
AMAT
$271B
$51.4K 0.02%
200
MS icon
37
Morgan Stanley
MS
$246B
$50.6K 0.02%
285
PFG icon
38
Principal Financial Group
PFG
$18.6B
$34.9K 0.01%
396
SOLS
39
Solstice Advanced Materials
SOLS
$11.6B
$31.6K 0.01%
+650
VZ icon
40
Verizon
VZ
$217B
$31.2K 0.01%
765
ITW icon
41
Illinois Tool Works
ITW
$76.9B
$30.8K 0.01%
125
DG icon
42
Dollar General
DG
$29B
$30.1K 0.01%
226
+1
KO icon
43
Coca-Cola
KO
$333B
$27.3K 0.01%
390
VRT icon
44
Vertiv
VRT
$99B
$26.2K 0.01%
162
IREN icon
45
Iris Energy
IREN
$13.8B
$25.7K 0.01%
680
+480
OHI icon
46
Omega Healthcare
OHI
$14.2B
$25.4K 0.01%
573
T icon
47
AT&T
T
$194B
$25.4K 0.01%
1,022
OXY icon
48
Occidental Petroleum
OXY
$57.1B
$25.3K 0.01%
615
APLD icon
49
Applied Digital
APLD
$7.56B
$24.5K 0.01%
1,000
OPEN icon
50
Opendoor
OPEN
$4.74B
$23.7K 0.01%
+4,065