MWA

Miller Wealth Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$75.5K
3
+$40.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.12K

Top Sells

1
+$275K
2
+$88.2K
3
+$23.3K
4
GS icon
Goldman Sachs
GS
+$6.47K
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.61K

Sector Composition

1 Technology 31.96%
2 Energy 27.09%
3 Consumer Discretionary 26.27%
4 Communication Services 11.61%
5 Financials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 26.15%
302,238
-2,160
2
$36.6M 24.92%
311,484
-198
3
$31.9M 21.71%
186,363
-515
4
$17M 11.55%
128,740
+54
5
$14.8M 10.07%
46,857
+1,255
6
$2.26M 1.54%
34,855
-6
7
$2.18M 1.48%
6,215
+35
8
$528K 0.36%
2,856
9
$279K 0.19%
653
+3
10
$277K 0.19%
1,643
+9
11
$273K 0.19%
1,000
12
$214K 0.15%
1,468
13
$213K 0.15%
6,000
14
$203K 0.14%
4,938
+29
15
$180K 0.12%
476
16
$161K 0.11%
951
17
$146K 0.1%
2,736
18
$111K 0.08%
342
-20
19
$102K 0.07%
1,068
+2
20
$85.5K 0.06%
603
+4
21
$81.9K 0.06%
1,291
+1,191
22
$80.8K 0.06%
673
+4
23
$70.1K 0.05%
280
+163
24
$66.7K 0.05%
460
25
$62.8K 0.04%
524
+2
1
2 3