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
$214M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$420K
3
+$21.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.5K
5
MSFT icon
Microsoft
MSFT
+$14.4K

Top Sells

1
+$2.26M
2
+$894K
3
+$459K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
MBLY icon
Mobileye
MBLY
+$48K

Sector Composition

1 Technology 34.67%
2 Consumer Discretionary 26.75%
3 Communication Services 20.34%
4 Energy 15.03%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.7K ﹤0.01%
205
77
$3.38K ﹤0.01%
774
78
$2.95K ﹤0.01%
271
+21
79
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80
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5
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45
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90
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100
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$426 ﹤0.01%
+10
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$368 ﹤0.01%
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$107 ﹤0.01%
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1
95
$42 ﹤0.01%
4
96
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