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MWA

Miller Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$893K
3
+$569K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$267K
2
+$166K
3
+$143K
4
MBLY icon
Mobileye
MBLY
+$26.8K
5
TSLA icon
Tesla
TSLA
+$26K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$109K 0.04%
639
+5
27
$96.1K 0.04%
707
+5
28
$84.5K 0.03%
550
-918
29
$76.8K 0.03%
1,101
+5
30
$76.3K 0.03%
100
31
$68.7K 0.03%
+480
32
$66.3K 0.03%
149
-75
33
$55.6K 0.02%
240
34
$52.2K 0.02%
552
+4
35
$45.3K 0.02%
285
36
$41.7K 0.02%
269
37
$40.9K 0.02%
+200
38
$39.2K 0.02%
200
39
$38K 0.02%
+125
40
$33.6K 0.01%
765
41
$32.8K 0.01%
396
42
$32.6K 0.01%
125
43
$32.1K 0.01%
220
44
$32K 0.01%
1,650
+650
45
$29.1K 0.01%
615
46
$28.9K 0.01%
1,022
47
$27.9K 0.01%
488
-72
48
$25.9K 0.01%
390
49
$24.4K 0.01%
+162
50
$24.2K 0.01%
573
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