MWA
Miller Wealth Advisors Portfolio holdings
AUM
$214M
This Quarter Return
+3.09%
1 Year Return
+14.81%
3 Year Return
+89.97%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.6%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
97.96%
Holding
101
New
4
Increased
26
Reduced
4
Closed
9
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.17M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$542K |
| 3 |
Microsoft
MSFT
|
$354K |
| 4 |
Apple
AAPL
|
$295K |
| 5 |
Amazon
AMZN
|
$117K |
Top Sells
| 1 |
Home Depot
HD
|
$66K |
| 2 |
indie Semiconductor
INDI
|
$65K |
| 3 |
Schlumberger
SLB
|
$41.5K |
| 4 |
Meta Platforms (Facebook)
META
|
$16.7K |
| 5 |
Planet Fitness
PLNT
|
$15K |
Sector Composition
| 1 | Consumer Discretionary | 35.47% |
| 2 | Technology | 32.07% |
| 3 | Energy | 17.15% |
| 4 | Communication Services | 13.64% |
| 5 | Industrials | 0.71% |
