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
$196M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$712K
3
+$84.9K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$57.7K
5
TSLA icon
Tesla
TSLA
+$26.7K

Top Sells

1
+$1.94M
2
+$673K
3
+$175K
4
SMCI icon
Super Micro Computer
SMCI
+$119K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$50.3K

Sector Composition

1 Technology 37.54%
2 Consumer Discretionary 29.72%
3 Energy 17.57%
4 Communication Services 12.07%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13K ﹤0.01%
100
77
$2.01K ﹤0.01%
45
78
$1.64K ﹤0.01%
20
79
$1.63K ﹤0.01%
+200
80
$1.54K ﹤0.01%
+100
81
$1.47K ﹤0.01%
+150
82
$1.35K ﹤0.01%
7
83
$1.31K ﹤0.01%
56
84
$992 ﹤0.01%
+50
85
$689 ﹤0.01%
25
86
$558 ﹤0.01%
37
87
$164 ﹤0.01%
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$149 ﹤0.01%
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89
$144 ﹤0.01%
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90
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92
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4