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MWA

Miller Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$893K
3
+$569K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$267K
2
+$166K
3
+$143K
4
MBLY icon
Mobileye
MBLY
+$26.8K
5
TSLA icon
Tesla
TSLA
+$26K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.55K ﹤0.01%
100
77
$9.42K ﹤0.01%
125
78
$9.39K ﹤0.01%
200
79
$8.39K ﹤0.01%
100
80
$7.3K ﹤0.01%
100
81
$4.92K ﹤0.01%
137
82
$4.82K ﹤0.01%
247
83
$4.64K ﹤0.01%
25
84
$4.18K ﹤0.01%
130
85
$3.37K ﹤0.01%
205
86
$3.3K ﹤0.01%
50
87
$3.23K ﹤0.01%
200
88
$3K ﹤0.01%
5
89
$3K ﹤0.01%
774
90
$2.85K ﹤0.01%
271
91
$2.64K ﹤0.01%
45
92
$2.64K ﹤0.01%
100
93
$2.55K ﹤0.01%
100
94
$2.4K ﹤0.01%
50
95
$1.99K ﹤0.01%
124
+24
96
$1.65K ﹤0.01%
20
97
$1.62K ﹤0.01%
100
98
$1.22K ﹤0.01%
56
99
$612 ﹤0.01%
+1
100
$406 ﹤0.01%
38
1 2 3
4
5