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
$180M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$122K
3
+$51.2K
4
PLTR icon
Palantir
PLTR
+$45.1K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1K

Top Sells

1
+$265K
2
+$149K
3
+$84.5K
4
AMZN icon
Amazon
AMZN
+$40.1K
5
VRT icon
Vertiv
VRT
+$22.7K

Sector Composition

1 Technology 36.37%
2 Consumer Discretionary 27.95%
3 Energy 21.04%
4 Communication Services 10.83%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$82.6K 0.05%
100
27
$69.2K 0.04%
1,091
+4
28
$57K 0.03%
543
+4
29
$50.3K 0.03%
240
30
$49.6K 0.03%
6,982
+1,700
31
$39.5K 0.02%
269
32
$36.1K 0.02%
+632
33
$34.7K 0.02%
765
34
$33.4K 0.02%
396
35
$33.3K 0.02%
285
36
$31K 0.02%
125
37
$30.4K 0.02%
615
38
$28.9K 0.02%
1,022
39
$28.2K 0.02%
764
-82
40
$27.9K 0.02%
390
+290
41
$25.9K 0.01%
+200
42
$23K 0.01%
250
43
$21.8K 0.01%
+573
44
$21.6K 0.01%
638
+8
45
$19.6K 0.01%
222
+1
46
$19.1K 0.01%
265
+25
47
$18.8K 0.01%
+42
48
$18.3K 0.01%
+250
49
$17.1K 0.01%
+183
50
$17K 0.01%
220
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