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
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$21K
3
+$14K
4
DUK icon
Duke Energy
DUK
+$10K
5
SOLV icon
Solventum
SOLV
+$3.54K

Top Sells

1
+$2.59M
2
+$313K
3
+$219K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$183K
5
MSFT icon
Microsoft
MSFT
+$98.8K

Sector Composition

1 Technology 35.42%
2 Consumer Discretionary 28.99%
3 Energy 20.11%
4 Communication Services 12.69%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7K 0.01%
258
+4
52
$10K 0.01%
+100
53
$9.23K 0.01%
75
54
$8.26K ﹤0.01%
75
55
$7.89K ﹤0.01%
124
56
$7.4K ﹤0.01%
50
57
$7.38K ﹤0.01%
125
58
$7.37K ﹤0.01%
100
59
$6.86K ﹤0.01%
100
60
$6.79K ﹤0.01%
30
61
$6.71K ﹤0.01%
205
62
$5.92K ﹤0.01%
137
63
$4.72K ﹤0.01%
50
64
$3.77K ﹤0.01%
50
65
$3.65K ﹤0.01%
25
66
$3.54K ﹤0.01%
+67
67
$3.16K ﹤0.01%
130
68
$2.8K ﹤0.01%
100
69
$1.84K ﹤0.01%
247
70
$1.82K ﹤0.01%
+100
71
$1.4K ﹤0.01%
20
72
$1.09K ﹤0.01%
56
73
$1.09K ﹤0.01%
7
74
$1.03K ﹤0.01%
25
75
$757 ﹤0.01%
37
+1
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3
4