MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$420K
3
+$21.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.5K
5
MSFT icon
Microsoft
MSFT
+$14.4K

Top Sells

1
+$2.26M
2
+$894K
3
+$459K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
MBLY icon
Mobileye
MBLY
+$48K

Sector Composition

1 Technology 34.67%
2 Consumer Discretionary 26.75%
3 Communication Services 20.34%
4 Energy 15.03%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$83.8K 0.04%
702
+5
27
$78K 0.04%
100
28
$77.9K 0.04%
1,096
+5
29
$71.2K 0.03%
224
-130
30
$49.2K 0.02%
548
+5
31
$44.5K 0.02%
240
32
$41K 0.02%
269
33
$40.1K 0.02%
285
34
$37.2K 0.02%
200
35
$33.1K 0.02%
765
36
$31.8K 0.01%
560
-72
37
$31.5K 0.01%
396
38
$30.9K 0.01%
125
39
$29.6K 0.01%
1,022
40
$27.8K 0.01%
250
41
$27.6K 0.01%
390
42
$27.3K 0.01%
764
43
$25.8K 0.01%
615
44
$25.6K 0.01%
224
+2
45
$24.1K 0.01%
180
46
$23K 0.01%
250
47
$22.5K 0.01%
220
48
$21K 0.01%
573
49
$19.5K 0.01%
42
50
$19.4K 0.01%
649
+11
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