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
$154M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$542K
3
+$354K
4
AAPL icon
Apple
AAPL
+$295K
5
AMZN icon
Amazon
AMZN
+$117K

Top Sells

1
+$66K
2
+$65K
3
+$41.5K
4
META icon
Meta Platforms (Facebook)
META
+$16.7K
5
PLNT icon
Planet Fitness
PLNT
+$15K

Sector Composition

1 Consumer Discretionary 35.47%
2 Technology 32.07%
3 Energy 17.15%
4 Communication Services 13.64%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.01%
249
+6
52
$20K 0.01%
333
53
$18K 0.01%
260
+155
54
$17K 0.01%
237
+2
55
$15K 0.01%
540
56
$14K 0.01%
100
57
$14K 0.01%
119
58
$13K 0.01%
+104
59
$13K 0.01%
+100
60
$12K 0.01%
181
+1
61
$11K 0.01%
75
62
$11K 0.01%
50
63
$8K 0.01%
124
64
$7K ﹤0.01%
+355
65
$7K ﹤0.01%
75
66
$7K ﹤0.01%
+45
67
$6K ﹤0.01%
100
68
$6K ﹤0.01%
700
69
$5K ﹤0.01%
50
70
$5K ﹤0.01%
28
71
$5K ﹤0.01%
50
72
$5K ﹤0.01%
100
73
$5K ﹤0.01%
360
+100
74
$4K ﹤0.01%
253
+2
75
$4K ﹤0.01%
25
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3
4