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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$254K
3 +$205K
4
HOOD icon
Robinhood
HOOD
+$77.4K
5
MSFT icon
Microsoft
MSFT
+$39.1K

Top Sells

1 +$662K
2 +$385K
3 +$215K
4
MMM icon
3M
MMM
+$41.7K
5
HWM icon
Howmet Aerospace
HWM
+$39.2K

Sector Composition

1 Technology 33.65%
2 Communication Services 28.58%
3 Consumer Discretionary 21.74%
4 Energy 13.36%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BP icon
51
BP
BP
$109B
$23.2K 0.01%
668
+10
JEPI icon
52
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
$21.9K 0.01%
382
-106
SO icon
53
Southern Company
SO
$110B
$21.8K 0.01%
250
MCD icon
54
McDonald's
MCD
$232B
$21.4K 0.01%
70
-55
LMT icon
55
Lockheed Martin
LMT
$149B
$20.3K 0.01%
42
AMD icon
56
Advanced Micro Devices
AMD
$315B
$19.1K 0.01%
89
-20
JEPQ icon
57
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34B
$18.8K 0.01%
324
CMCSA icon
58
Comcast
CMCSA
$109B
$18.8K 0.01%
629
-135
NFLX icon
59
Netflix
NFLX
$402B
$16.9K 0.01%
180
D icon
60
Dominion Energy
D
$55.5B
$16.4K 0.01%
280
CINF icon
61
Cincinnati Financial
CINF
$25.5B
$16.3K 0.01%
100
BMY icon
62
Bristol-Myers Squibb
BMY
$120B
$15K 0.01%
277
+3
BABA icon
63
Alibaba
BABA
$323B
$14.7K 0.01%
100
CL icon
64
Colgate-Palmolive
CL
$71.2B
$14.5K 0.01%
183
BKR icon
65
Baker Hughes
BKR
$53.6B
$14.3K 0.01%
315
LB
66
LandBridge Co
LB
$2.08B
$14.2K 0.01%
290
+15
OVV icon
67
Ovintiv
OVV
$15.7B
$13K ﹤0.01%
332
CLX icon
68
Clorox
CLX
$13.4B
$12.6K ﹤0.01%
125
TFC icon
69
Truist Financial
TFC
$54.8B
$12.3K ﹤0.01%
250
GILD icon
70
Gilead Sciences
GILD
$180B
$12.3K ﹤0.01%
100
GME icon
71
GameStop
GME
$10.5B
$12K ﹤0.01%
+600
DUK icon
72
Duke Energy
DUK
$104B
$11.7K ﹤0.01%
100
SLG icon
73
SL Green Realty
SLG
$2.64B
$11.4K ﹤0.01%
249
MRK icon
74
Merck
MRK
$286B
$10.5K ﹤0.01%
100
AFG icon
75
American Financial Group
AFG
$10.7B
$10.3K ﹤0.01%
75