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
$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
PSX icon
26
Phillips 66
PSX
$55.6B
$83.8K 0.04%
702
+5
LLY icon
27
Eli Lilly
LLY
$865B
$78K 0.04%
100
NKE icon
28
Nike
NKE
$89.9B
$77.9K 0.04%
1,096
+5
TSLA icon
29
Tesla
TSLA
$1.48T
$71.2K 0.03%
224
-130
COP icon
30
ConocoPhillips
COP
$109B
$49.2K 0.02%
548
+5
ABBV icon
31
AbbVie
ABBV
$387B
$44.5K 0.02%
240
MMM icon
32
3M
MMM
$87.6B
$41K 0.02%
269
MS icon
33
Morgan Stanley
MS
$262B
$40.1K 0.02%
285
HWM icon
34
Howmet Aerospace
HWM
$83.2B
$37.2K 0.02%
200
VZ icon
35
Verizon
VZ
$168B
$33.1K 0.02%
765
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
$31.8K 0.01%
560
-72
PFG icon
37
Principal Financial Group
PFG
$18.2B
$31.5K 0.01%
396
ITW icon
38
Illinois Tool Works
ITW
$71.2B
$30.9K 0.01%
125
T icon
39
AT&T
T
$176B
$29.6K 0.01%
1,022
NLR icon
40
VanEck Uranium + Nuclear Energy ETF
NLR
$2.99B
$27.8K 0.01%
250
KO icon
41
Coca-Cola
KO
$303B
$27.6K 0.01%
390
CMCSA icon
42
Comcast
CMCSA
$99.7B
$27.3K 0.01%
764
OXY icon
43
Occidental Petroleum
OXY
$41.1B
$25.8K 0.01%
615
DG icon
44
Dollar General
DG
$21.8B
$25.6K 0.01%
224
+2
NFLX icon
45
Netflix
NFLX
$475B
$24.1K 0.01%
18
SO icon
46
Southern Company
SO
$101B
$23K 0.01%
250
ANET icon
47
Arista Networks
ANET
$173B
$22.5K 0.01%
220
OHI icon
48
Omega Healthcare
OHI
$12.9B
$21K 0.01%
573
LMT icon
49
Lockheed Martin
LMT
$106B
$19.5K 0.01%
42
BP icon
50
BP
BP
$95B
$19.4K 0.01%
649
+11