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
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.01M
3 +$578K
4
META icon
Meta Platforms (Facebook)
META
+$294K
5
XOM icon
Exxon Mobil
XOM
+$124K

Top Sells

1 +$259K
2 +$187K
3 +$141K
4
TSLA icon
Tesla
TSLA
+$33.4K
5
MBLY icon
Mobileye
MBLY
+$25.4K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%