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
$196M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$901K
3
+$82.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$56.7K
5
TSLA icon
Tesla
TSLA
+$33.5K

Top Sells

1
+$2.08M
2
+$715K
3
+$161K
4
SMCI icon
Super Micro Computer
SMCI
+$100K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$54.3K

Sector Composition

1 Technology 37.54%
2 Consumer Discretionary 29.72%
3 Energy 17.57%
4 Communication Services 12.07%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$77.2K 0.04%
100
27
$76.6K 0.04%
625
+5
28
$53.4K 0.03%
539
+4
29
$51.5K 0.03%
5,282
-2,718
30
$42.6K 0.02%
240
31
$35.8K 0.02%
285
32
$34.7K 0.02%
269
33
$31.8K 0.02%
846
34
$31.7K 0.02%
125
35
$30.7K 0.02%
396
36
$30.6K 0.02%
765
37
$30.4K 0.02%
615
38
$24.3K 0.01%
+220
39
$23.3K 0.01%
1,022
40
$22.7K 0.01%
+200
41
$20.6K 0.01%
250
42
$18.6K 0.01%
630
-139
43
$16.9K 0.01%
249
44
$16.7K 0.01%
221
+2
45
$16K 0.01%
180
46
$15.5K 0.01%
+240
47
$15.1K 0.01%
280
48
$14.9K 0.01%
264
+3
49
$14.4K 0.01%
100
50
$13.4K 0.01%
332
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