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
$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%