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MWA

Miller Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$893K
3
+$569K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$267K
2
+$166K
3
+$143K
4
MBLY icon
Mobileye
MBLY
+$26.8K
5
TSLA icon
Tesla
TSLA
+$26K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.01%
764
52
$23.7K 0.01%
250
53
$23.3K 0.01%
225
+1
54
$22.9K 0.01%
+1,000
55
$22.7K 0.01%
658
+9
56
$21.6K 0.01%
180
57
$21K 0.01%
42
58
$18.6K 0.01%
324
59
$17.9K 0.01%
100
60
$17.6K 0.01%
109
+10
61
$17.1K 0.01%
280
62
$15.8K 0.01%
100
63
$15.4K 0.01%
+125
64
$15.3K 0.01%
315
65
$14.9K 0.01%
249
66
$14.7K 0.01%
275
67
$14.6K 0.01%
183
68
$13.4K 0.01%
332
69
$13.3K 0.01%
+900
70
$12.4K 0.01%
100
71
$12.3K 0.01%
274
+4
72
$11.4K ﹤0.01%
+250
73
$11.1K ﹤0.01%
100
74
$10.9K ﹤0.01%
75
75
$9.84K ﹤0.01%
75
1 2
3
4 5