MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$75.5K
3
+$40.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.12K

Top Sells

1
+$275K
2
+$88.2K
3
+$23.3K
4
GS icon
Goldman Sachs
GS
+$6.47K
5
SQQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.49K 0.01%
100
52
$7.24K ﹤0.01%
75
53
$6.94K ﹤0.01%
124
54
$6.11K ﹤0.01%
30
55
$5.53K ﹤0.01%
50
56
$5.49K ﹤0.01%
100
57
$5.04K ﹤0.01%
49
58
$4.42K ﹤0.01%
137
59
$4.08K ﹤0.01%
50
60
$3.89K ﹤0.01%
25
61
$3.35K ﹤0.01%
269
+3
62
$3.32K ﹤0.01%
100
63
$2.94K ﹤0.01%
130
64
$2.76K ﹤0.01%
50
65
$2.68K ﹤0.01%
247
66
$1.94K ﹤0.01%
539
67
$1.26K ﹤0.01%
20
68
$859 ﹤0.01%
7
69
$654 ﹤0.01%
3
70
$612 ﹤0.01%
35
71
$293 ﹤0.01%
12
72
$118 ﹤0.01%
12
73
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-1
74
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