MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$542K
3
+$354K
4
AAPL icon
Apple
AAPL
+$295K
5
AMZN icon
Amazon
AMZN
+$117K

Top Sells

1
+$66K
2
+$65K
3
+$41.5K
4
META icon
Meta Platforms (Facebook)
META
+$16.7K
5
PLNT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
35
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$3K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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$1K ﹤0.01%
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34
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$0 ﹤0.01%
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