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 | +$1.09M | |
| 2 | +$1.01M | |
| 3 | +$578K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$294K |
| 5 |
Exxon Mobil
XOM
|
+$124K |
Top Sells
| 1 | +$259K | |
| 2 | +$187K | |
| 3 | +$141K | |
| 4 |
Tesla
TSLA
|
+$33.4K |
| 5 |
Mobileye
MBLY
|
+$25.4K |
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
$789M
| $196 | ﹤0.01% |
+3
|
|
||
102
Viatris
VTRS
$15.1B
| $119 | ﹤0.01% |
12
|
|
||
103
ARK Innovation ETF
ARKK
$7.25B
| $86 | ﹤0.01% |
1
|
|
||
104
Huntsman Corp
HUN
$1.98B
| $36 | ﹤0.01% |
4
|
|
||
105
Solventum
SOLV
$13.5B
| – | – |
-67
|
|
||
106
Chewy
CHWY
$13B
| – | – |
-10
|
|