MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+11.08%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+10%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
98.19%
Holding
85
New
3
Increased
14
Reduced
11
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.43M |
| 2 |
Palantir
PLTR
|
$21K |
| 3 |
Exxon Mobil
XOM
|
$14K |
| 4 |
Duke Energy
DUK
|
$10K |
| 5 |
Solventum
SOLV
|
$3.54K |
Top Sells
| 1 |
Amazon
AMZN
|
$2.59M |
| 2 |
Apple
AAPL
|
$313K |
| 3 |
Occidental Petroleum
OXY
|
$219K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$183K |
| 5 |
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% |
