MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+9.53%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+6.9%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
98.12%
Holding
94
New
9
Increased
13
Reduced
9
Closed
3
Top Buys
| 1 |
Palantir
PLTR
|
$3.65M |
| 2 |
Mobileye
MBLY
|
$901K |
| 3 |
NVIDIA
NVDA
|
$82.7K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$56.7K |
| 5 |
Tesla
TSLA
|
$33.5K |
Top Sells
| 1 |
Amazon
AMZN
|
$2.08M |
| 2 |
Apple
AAPL
|
$715K |
| 3 |
Exxon Mobil
XOM
|
$161K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$54.3K |
| 5 |
Archer Aviation
ACHR
|
$26.5K |
Sector Composition
| 1 | Technology | 37.54% |
| 2 | Consumer Discretionary | 29.72% |
| 3 | Energy | 17.57% |
| 4 | Communication Services | 12.07% |
| 5 | Financials | 1.77% |
