MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$901K
3
+$82.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$56.7K
5
TSLA icon
Tesla
TSLA
+$33.5K

Top Sells

1
+$2.08M
2
+$715K
3
+$161K
4
SMCI icon
Super Micro Computer
SMCI
+$100K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$54.3K

Sector Composition

1 Technology 37.54%
2 Consumer Discretionary 29.72%
3 Energy 17.57%
4 Communication Services 12.07%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9K 0.01%
315
52
$12K 0.01%
99
+50
53
$11.1K 0.01%
365
-3,285
54
$10.8K 0.01%
100
55
$10.3K 0.01%
75
56
$10K 0.01%
100
57
$9.95K 0.01%
100
58
$9.29K ﹤0.01%
75
59
$9.24K ﹤0.01%
100
60
$8.48K ﹤0.01%
100
61
$7.4K ﹤0.01%
100
62
$6.99K ﹤0.01%
205
63
$6.23K ﹤0.01%
100
64
$5.76K ﹤0.01%
273
65
$5.61K ﹤0.01%
125
66
$4.96K ﹤0.01%
137
67
$4.77K ﹤0.01%
130
68
$4.54K ﹤0.01%
+250
69
$4.43K ﹤0.01%
67
70
$4.04K ﹤0.01%
50
71
$3.62K ﹤0.01%
25
72
$3.57K ﹤0.01%
50
73
$2.65K ﹤0.01%
100
74
$2.61K ﹤0.01%
247
75
$2.56K ﹤0.01%
5
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3
4