MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+12.08%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+19%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
8.46%
Top 10 Holdings %
Top 10 Hldgs %
97.83%
Holding
104
New
5
Increased
16
Reduced
9
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$21.7M |
| 2 |
NVIDIA
NVDA
|
$420K |
| 3 |
Archer Aviation
ACHR
|
$21.7K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$18.5K |
| 5 |
Microsoft
MSFT
|
$14.4K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$2.26M |
| 2 |
Amazon
AMZN
|
$894K |
| 3 |
Apple
AAPL
|
$459K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$341K |
| 5 |
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% |
