MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+11.25%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+7.5%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
97.81%
Holding
86
New
2
Increased
17
Reduced
9
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.85M |
| 2 |
Walmart
WMT
|
$110K |
| 3 |
Microsoft
MSFT
|
$58.5K |
| 4 |
Advanced Micro Devices
AMD
|
$57.8K |
| 5 |
Exxon Mobil
XOM
|
$50.3K |
Top Sells
| 1 |
Apple
AAPL
|
$1.61M |
| 2 |
Occidental Petroleum
OXY
|
$1.53M |
| 3 |
Amazon
AMZN
|
$894K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$247K |
| 5 |
Enterprise Products Partners
EPD
|
$124K |
Sector Composition
| 1 | Consumer Discretionary | 31.35% |
| 2 | Technology | 31.11% |
| 3 | Energy | 22.63% |
| 4 | Communication Services | 11.74% |
| 5 | Financials | 1.75% |
