MWA
Miller Wealth Advisors Portfolio holdings
AUM
$271M
1-Year Est. Return
34.55%
This Fund
S&P 500
1 Year Est. Return
+34.55%
AUM
$248M
AUM Growth
+$34.2M
(+16%)
Holding
111
Top Buys
| 1 | +$1.02M | |
| 2 | +$893K | |
| 3 | +$569K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$298K |
| 5 |
Exxon Mobil
XOM
|
+$123K |
Top Sells
| 1 | +$267K | |
| 2 | +$166K | |
| 3 | +$143K | |
| 4 |
Mobileye
MBLY
|
+$26.8K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Build-A-Bear
BBW
$530M
| $196 | ﹤0.01% |
+3
|
|
||
102
Viatris
VTRS
$15.6B
| $119 | ﹤0.01% |
12
|
|
||
103
ARK Innovation ETF
ARKK
$6.27B
| $86 | ﹤0.01% |
1
|
|
||
104
Huntsman Corp
HUN
$2.09B
| $36 | ﹤0.01% |
4
|
|
||
105
Chewy
CHWY
$10.6B
| – | – |
-10
|
|
||
106
Solventum
SOLV
$11.6B
| – | – |
-67
|
|