MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$420K
3
+$21.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.5K
5
MSFT icon
Microsoft
MSFT
+$14.4K

Top Sells

1
+$2.26M
2
+$894K
3
+$459K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
MBLY icon
Mobileye
MBLY
+$48K

Sector Composition

1 Technology 34.67%
2 Consumer Discretionary 26.75%
3 Communication Services 20.34%
4 Energy 15.03%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.6K 0.01%
275
+10
52
$17.6K 0.01%
324
53
$16.6K 0.01%
183
54
$15.8K 0.01%
280
55
$15.4K 0.01%
249
56
$14.9K 0.01%
100
57
$14.2K 0.01%
+1,000
58
$14K 0.01%
99
59
$12.6K 0.01%
332
60
$12.5K 0.01%
270
+3
61
$12.1K 0.01%
315
62
$11.8K 0.01%
100
63
$11.3K 0.01%
100
64
$11.1K 0.01%
100
65
$10K ﹤0.01%
75
66
$9.47K ﹤0.01%
75
67
$9.12K ﹤0.01%
100
68
$8.62K ﹤0.01%
125
69
$8.16K ﹤0.01%
100
70
$7.92K ﹤0.01%
100
71
$5.19K ﹤0.01%
137
72
$5.08K ﹤0.01%
67
73
$4.38K ﹤0.01%
130
74
$4.07K ﹤0.01%
50
75
$3.82K ﹤0.01%
25
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3
4