MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
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 +$5.09M
2 +$21K
3 +$14K
4
DUK icon
Duke Energy
DUK
+$10K
5
SOLV icon
Solventum
SOLV
+$3.54K

Top Sells

1 +$2.59M
2 +$313K
3 +$219K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$183K
5
MSFT icon
Microsoft
MSFT
+$98.8K

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