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
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$21K
3
+$14K
4
DUK icon
Duke Energy
DUK
+$10K
5
SOLV icon
Solventum
SOLV
+$3.54K

Top Sells

1
+$2.59M
2
+$313K
3
+$219K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$183K
5
MSFT icon
Microsoft
MSFT
+$98.8K

Sector Composition

1 Technology 35.42%
2 Consumer Discretionary 28.99%
3 Energy 20.11%
4 Communication Services 12.69%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.3K 0.04%
1,078
+4
27
$71.8K 0.04%
4,424
28
$60.9K 0.03%
532
+2
29
$56.6K 0.03%
349
-20
30
$50.4K 0.03%
100
31
$45.5K 0.02%
230
-293
32
$41.2K 0.02%
240
33
$36.8K 0.02%
1,453
+828
34
$33.1K 0.02%
846
35
$31.5K 0.02%
765
-191
36
$31.1K 0.02%
396
37
$29.6K 0.02%
125
38
$28.8K 0.02%
218
+1
39
$27.7K 0.02%
285
40
$27.5K 0.01%
269
-53
41
$27.2K 0.01%
753
+7
42
$19.5K 0.01%
1,022
43
$19.4K 0.01%
250
44
$15.6K 0.01%
332
45
$14.1K 0.01%
249
46
$13.7K 0.01%
280
47
$12.7K 0.01%
30,345
48
$12.4K 0.01%
100
49
$11.8K 0.01%
100
50
$11.1K 0.01%
315
-550
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