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 +$264K
2 +$254K
3 +$205K
4
HOOD icon
Robinhood
HOOD
+$77.4K
5
MSFT icon
Microsoft
MSFT
+$39.1K

Top Sells

1 +$662K
2 +$385K
3 +$215K
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
OPENZ
126
Opendoor Technologies Inc Series Z Warrants
OPENZ
$10.1M
$70 ﹤0.01%
+135
HUN icon
127
Huntsman Corp
HUN
$2.09B
$40 ﹤0.01%
4
ANET icon
128
Arista Networks
ANET
$168B
-220
HWM icon
129
Howmet Aerospace
HWM
$94.9B
-200
MMM icon
130
3M
MMM
$79.5B
-269
RC
131
Ready Capital
RC
$283M
-774
BULL
132
Webull Corp
BULL
$2.76B
-900