MWA
Miller Wealth Advisors Portfolio holdings
AUM $214M
1-Year Return
14.81%
This Quarter Return
-6.97%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
-$16M
(-8.1%)
Cap. Flow
+$93.8K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
97.86%
Holding
102
New
10
Increased
22
Reduced
7
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
+$226K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$122K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$51.2K |
| 4 |
Palantir
PLTR
|
+$45.1K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$36.1K |
Top Sells
| 1 |
Apple
AAPL
|
+$265K |
| 2 |
Exxon Mobil
XOM
|
+$149K |
| 3 |
NVIDIA
NVDA
|
+$84.5K |
| 4 |
Amazon
AMZN
|
+$40.1K |
| 5 |
Vertiv
VRT
|
+$22.7K |
Sector Composition
| 1 | Technology | 36.37% |
| 2 | Consumer Discretionary | 27.95% |
| 3 | Energy | 21.04% |
| 4 | Communication Services | 10.83% |
| 5 | Financials | 2.29% |
