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
$154M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$542K
3
+$354K
4
AAPL icon
Apple
AAPL
+$295K
5
AMZN icon
Amazon
AMZN
+$117K

Top Sells

1
+$66K
2
+$65K
3
+$41.5K
4
META icon
Meta Platforms (Facebook)
META
+$16.7K
5
PLNT icon
Planet Fitness
PLNT
+$15K

Sector Composition

1 Consumer Discretionary 35.47%
2 Technology 32.07%
3 Energy 17.15%
4 Communication Services 13.64%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$56K 0.04%
1,096
27
$55K 0.04%
4,936
28
$47K 0.03%
212
+1
29
$45K 0.03%
757
+424
30
$45K 0.03%
510
+285
31
$42K 0.03%
155
32
$41K 0.03%
250
33
$40K 0.03%
846
34
$40K 0.03%
322
35
$37K 0.02%
1,025
-5
36
$37K 0.02%
900
37
$35K 0.02%
100
38
$29K 0.02%
100
39
$29K 0.02%
543
40
$29K 0.02%
396
41
$29K 0.02%
190
42
$28K 0.02%
341
+2
43
$26K 0.02%
125
44
$24K 0.02%
280
45
$24K 0.02%
448
46
$24K 0.02%
1,353
47
$23K 0.01%
5,000
48
$22K 0.01%
300
49
$21K 0.01%
701
+6
50
$21K 0.01%
535
+3
1
2
3 4