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
$180M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$122K
3
+$51.2K
4
PLTR icon
Palantir
PLTR
+$45.1K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1K

Top Sells

1
+$265K
2
+$149K
3
+$84.5K
4
AMZN icon
Amazon
AMZN
+$40.1K
5
VRT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.8K 0.01%
18
52
$16.8K 0.01%
+324
53
$16.3K 0.01%
267
+3
54
$15.7K 0.01%
280
55
$14.8K 0.01%
100
56
$14.4K 0.01%
249
57
$14.2K 0.01%
332
58
$13.8K 0.01%
315
59
$13.2K 0.01%
100
60
$12.5K 0.01%
365
61
$12.2K 0.01%
100
62
$11.2K 0.01%
100
63
$10.2K 0.01%
99
64
$9.92K 0.01%
100
65
$9.85K 0.01%
75
66
$8.98K 0.01%
100
67
$8.47K ﹤0.01%
125
68
$8.22K ﹤0.01%
75
69
$7.83K ﹤0.01%
100
70
$6.21K ﹤0.01%
273
71
$5.09K ﹤0.01%
67
72
$4.77K ﹤0.01%
137
73
$4.15K ﹤0.01%
25
74
$4.09K ﹤0.01%
130
75
$4.01K ﹤0.01%
205
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