MWA

Miller Wealth Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 34.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$18.6K
3
+$14.2K
4
DUK icon
Duke Energy
DUK
+$10K
5
SOLV icon
Solventum
SOLV
+$4.07K

Top Sells

1
+$2.46M
2
+$277K
3
+$223K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$170K
5
MSFT icon
Microsoft
MSFT
+$93.3K

Sector Composition

1 Technology 35.42%
2 Consumer Discretionary 28.99%
3 Energy 20.11%
4 Communication Services 12.69%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$182 ﹤0.01%
8
77
$170 ﹤0.01%
3
78
$128 ﹤0.01%
12
79
– –
-539
80
– –
-276
81
– –
-5,000
82
– –
-3
1 2 3
4