MWA

Miller Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 33.25%
This Quarter Est. Return
1 Year Est. Return
+33.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$542K
3
+$354K
4
AAPL icon
Apple
AAPL
+$295K
5
AMZN icon
Amazon
AMZN
+$117K

Top Sells

1
+$66K
2
+$65K
3
+$41.5K
4
META icon
Meta Platforms (Facebook)
META
+$16.7K
5
PLNT icon
Planet Fitness
PLNT
+$15K

Sector Composition

1 Consumer Discretionary 35.47%
2 Technology 32.07%
3 Energy 17.15%
4 Communication Services 13.64%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.4M 35.33%
333,820
+720
2
$34.5M 22.37%
197,373
+1,691
3
$25.1M 16.3%
304,046
+38,366
4
$18.4M 11.93%
131,540
+3,880
5
$14.6M 9.46%
47,276
+1,148
6
$2.47M 1.61%
11,124
-75
7
$556K 0.36%
2,856
8
$338K 0.22%
2,079
+493
9
$297K 0.19%
6,000
10
$288K 0.19%
638
+2
11
$224K 0.15%
1,468
12
$223K 0.14%
1,000
13
$198K 0.13%
4,788
+18
14
$198K 0.13%
476
15
$161K 0.1%
6,233
16
$151K 0.1%
901
17
$142K 0.09%
1,053
18
$140K 0.09%
2,826
19
$124K 0.08%
377
+60
20
$102K 0.07%
1,797
+207
21
$83K 0.05%
2,000
-1,000
22
$78K 0.05%
570
+120
23
$60K 0.04%
598
+3
24
$59K 0.04%
577
+6
25
$56K 0.04%
646
+5
1
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