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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$259K
2 +$254K
3 +$212K
4
HOOD icon
Robinhood
HOOD
+$67.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$38K

Top Sells

1 +$668K
2 +$389K
3 +$218K
4
MMM icon
3M
MMM
+$41.7K
5
HWM icon
Howmet Aerospace
HWM
+$39.2K

Sector Composition

1 Technology 33.65%
2 Communication Services 28.58%
3 Consumer Discretionary 21.74%
4 Energy 13.36%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPENL
126
Opendoor Technologies Inc Series A Warrants
OPENL
$19.3M
$70 ﹤0.01%
+135
HUN icon
127
Huntsman Corp
HUN
$1.98B
$40 ﹤0.01%
4
BULL
128
Webull Corp
BULL
$3.83B
-900
RC
129
Ready Capital
RC
$375M
-774
MMM icon
130
3M
MMM
$83.8B
-269
HWM icon
131
Howmet Aerospace
HWM
$86.8B
-200
ANET icon
132
Arista Networks
ANET
$185B
-220