MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
-0.26%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(-0.89%)
Cap. Flow
+$157K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
98.16%
Holding
76
New
–
Increased
19
Reduced
5
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
$396K |
| 2 |
Oneok
OKE
|
$75.5K |
| 3 |
Tesla
TSLA
|
$40.8K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$12.3K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$7.12K |
Top Sells
| 1 |
Amazon
AMZN
|
$275K |
| 2 |
Apple
AAPL
|
$88.2K |
| 3 |
Exxon Mobil
XOM
|
$23.3K |
| 4 |
Goldman Sachs
GS
|
$6.47K |
| 5 |
ProShares UltraPro Short QQQ
SQQQ
|
$1.61K |
Sector Composition
| 1 | Technology | 31.96% |
| 2 | Energy | 27.09% |
| 3 | Consumer Discretionary | 26.27% |
| 4 | Communication Services | 11.61% |
| 5 | Financials | 1.66% |
