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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
$260M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$111K
3
+$42.8K
4
NVDA icon
NVIDIA
NVDA
+$34.1K
5
ASML icon
ASML
ASML
+$9.59K

Top Sells

1
+$829K
2
+$486K
3
+$439K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$439K
5
XOM icon
Exxon Mobil
XOM
+$361K

Sector Composition

1 Technology 30.72%
2 Communication Services 26.92%
3 Consumer Discretionary 20.08%
4 Energy 19.49%
5 Financials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APLD icon
51
Applied Digital
APLD
$12.2B
$23.7K 0.01%
1,000
OHI icon
52
Omega Healthcare
OHI
$13.6B
$23.1K 0.01%
528
-45
MCD icon
53
McDonald's
MCD
$202B
$21.8K 0.01%
70
OVV icon
54
Ovintiv
OVV
$16.1B
$19.7K 0.01%
332
BKR icon
55
Baker Hughes
BKR
$62.6B
$19.2K 0.01%
315
OPEN icon
56
Opendoor
OPEN
$4.28B
$19K 0.01%
4,065
JEPI icon
57
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$18.7K 0.01%
330
-52
CMCSA icon
58
Comcast
CMCSA
$87.5B
$18.1K 0.01%
629
JEPQ icon
59
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$18K 0.01%
324
D icon
60
Dominion Energy
D
$59.7B
$17.3K 0.01%
280
NFLX icon
61
Netflix
NFLX
$338B
$17.3K 0.01%
180
BMY icon
62
Bristol-Myers Squibb
BMY
$117B
$17K 0.01%
281
+4
IREN icon
63
Iris Energy
IREN
$21.4B
$16.5K 0.01%
480
-200
CINF icon
64
Cincinnati Financial
CINF
$26.1B
$15.7K 0.01%
100
CL icon
65
Colgate-Palmolive
CL
$71.6B
$15.6K 0.01%
183
GILD icon
66
Gilead Sciences
GILD
$156B
$13.9K 0.01%
100
FIX icon
67
Comfort Systems
FIX
$66.1B
$13.8K 0.01%
10
DUK icon
68
Duke Energy
DUK
$97.4B
$13.1K 0.01%
100
CLX icon
69
Clorox
CLX
$11.7B
$13K 0.01%
125
BABA icon
70
Alibaba
BABA
$271B
$12.5K ﹤0.01%
100
MRK icon
71
Merck
MRK
$294B
$12K ﹤0.01%
100
TFC icon
72
Truist Financial
TFC
$64.4B
$11.5K ﹤0.01%
250
BWXT icon
73
BWX Technologies
BWXT
$17.7B
$11.2K ﹤0.01%
55
CCJ icon
74
Cameco
CCJ
$44B
$10.9K ﹤0.01%
100
EMR icon
75
Emerson Electric
EMR
$80.1B
$9.83K ﹤0.01%
75
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