We are live on ! Find out more
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
$260M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$111K
3
+$42.8K
4
NVDA icon
NVIDIA
NVDA
+$34.1K
5
ASML icon
ASML
ASML
+$9.59K

Top Sells

1
+$829K
2
+$486K
3
+$439K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$439K
5
XOM icon
Exxon Mobil
XOM
+$361K

Sector Composition

1 Technology 30.72%
2 Communication Services 26.92%
3 Consumer Discretionary 20.08%
4 Energy 19.49%
5 Financials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFG icon
76
American Financial Group
AFG
$11.1B
$9.58K ﹤0.01%
75
SCHW
77
Charles Schwab
SCHW
$158B
$9.4K ﹤0.01%
100
ASML icon
78
ASML
ASML
$718B
$9.25K ﹤0.01%
+7
SLG icon
79
SL Green Realty
SLG
$3.64B
$9.2K ﹤0.01%
249
USAR
80
USA Rare Earth Inc
USAR
$5.38B
$9.08K ﹤0.01%
600
-200
OKE icon
81
Oneok
OKE
$57.1B
$9.04K ﹤0.01%
100
CVS icon
82
CVS Health
CVS
$130B
$8.98K ﹤0.01%
125
MP icon
83
MP Materials
MP
$10.2B
$7.96K ﹤0.01%
165
WBD icon
84
Warner Bros
WBD
$67.6B
$6.78K ﹤0.01%
247
JNJ icon
85
Johnson & Johnson
JNJ
$580B
$6.11K ﹤0.01%
25
NNE
86
Nano Nuclear Energy
NNE
$1.21B
$5.63K ﹤0.01%
275
VVV icon
87
Valvoline
VVV
$4.8B
$4.61K ﹤0.01%
137
OKLO
88
Oklo
OKLO
$10B
$4.46K ﹤0.01%
90
NTR icon
89
Nutrien
NTR
$32.5B
$3.4K ﹤0.01%
45
ARKK icon
90
ARK Innovation ETF
ARKK
$6.69B
$3.04K ﹤0.01%
45
+44
SNDA icon
91
Sonida Senior Living
SNDA
$1.66B
$3.03K ﹤0.01%
+94
QQQ icon
92
Invesco QQQ Trust
QQQ
$479B
$2.89K ﹤0.01%
5
PFE icon
93
Pfizer
PFE
$149B
$2.81K ﹤0.01%
100
ASH icon
94
Ashland
ASH
$2.98B
$2.78K ﹤0.01%
50
FIS icon
95
Fidelity National Information Services
FIS
$20.3B
$2.35K ﹤0.01%
50
AMD icon
96
Advanced Micro Devices
AMD
$834B
$2.03K ﹤0.01%
10
-79
DJT icon
97
Trump Media & Technology Group
DJT
$2.16B
$1.9K ﹤0.01%
205
KVUE icon
98
Kenvue
KVUE
$34.8B
$1.72K ﹤0.01%
100
MET icon
99
MetLife
MET
$57.2B
$1.41K ﹤0.01%
20
KIM icon
100
Kimco Realty
KIM
$17.5B
$1.26K ﹤0.01%
56
2 3
4
5 6