MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$75.5K
3
+$40.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.12K

Top Sells

1
+$275K
2
+$88.2K
3
+$23.3K
4
GS icon
Goldman Sachs
GS
+$6.47K
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.61K

Sector Composition

1 Technology 31.96%
2 Energy 27.09%
3 Consumer Discretionary 26.27%
4 Communication Services 11.61%
5 Financials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.7K 0.04%
100
27
$41K 0.03%
5,000
28
$37.5K 0.03%
846
29
$36.2K 0.02%
1,025
30
$35.8K 0.02%
240
31
$31K 0.02%
956
32
$28.8K 0.02%
125
33
$28.6K 0.02%
739
+7
34
$28.5K 0.02%
396
35
$25.2K 0.02%
322
36
$23.5K 0.02%
540
37
$23.3K 0.02%
285
38
$22.8K 0.02%
215
+1
39
$16.2K 0.01%
250
40
$15.8K 0.01%
332
41
$15.3K 0.01%
1,022
42
$14.4K 0.01%
249
+3
43
$12.5K 0.01%
280
44
$12.2K 0.01%
30,345
+13,850
45
$10.3K 0.01%
100
46
$10.2K 0.01%
100
47
$9.84K 0.01%
615
+55
48
$9.29K 0.01%
249
49
$8.73K 0.01%
125
+100
50
$8.38K 0.01%
75
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