MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$122K
3
+$51.2K
4
PLTR icon
Palantir
PLTR
+$45.1K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1K

Top Sells

1
+$265K
2
+$149K
3
+$84.5K
4
AMZN icon
Amazon
AMZN
+$40.1K
5
VRT icon
Vertiv
VRT
+$22.7K

Sector Composition

1 Technology 36.37%
2 Consumer Discretionary 27.95%
3 Energy 21.04%
4 Communication Services 10.83%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.94K ﹤0.01%
+774
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50
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247
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100
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$565 ﹤0.01%
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+1
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$187 ﹤0.01%
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95
$63 ﹤0.01%
4
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$48 ﹤0.01%
+1
97
– –
-200
98
– –
-25
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4