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
$196M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$901K
3
+$82.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$56.7K
5
TSLA icon
Tesla
TSLA
+$33.5K

Top Sells

1
+$2.08M
2
+$715K
3
+$161K
4
SMCI icon
Super Micro Computer
SMCI
+$100K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$54.3K

Sector Composition

1 Technology 37.54%
2 Consumer Discretionary 29.72%
3 Energy 17.57%
4 Communication Services 12.07%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.2M 29.14%
260,530
-9,473
2
$41.6M 21.23%
166,285
-2,855
3
$33.7M 17.18%
313,323
-1,500
4
$23.6M 12.02%
123,780
-285
5
$19.7M 10.05%
46,787
-4
6
$8.36M 4.26%
62,238
+616
7
$3.74M 1.91%
49,414
+48,272
8
$3.07M 1.57%
6,779
+125
9
$901K 0.46%
+45,221
10
$587K 0.3%
2,600
11
$389K 0.2%
664
+2
12
$363K 0.18%
1,000
13
$247K 0.13%
2,736
14
$246K 0.13%
1,468
15
$202K 0.1%
476
16
$185K 0.09%
1,274
-10
17
$184K 0.09%
322
18
$145K 0.07%
951
19
$140K 0.07%
4,463
-817
20
$131K 0.07%
324
+83
21
$124K 0.06%
6,170
+170
22
$118K 0.06%
5,099
23
$103K 0.05%
430
24
$82.3K 0.04%
1,087
+1
25
$78.9K 0.04%
692
+4
1
2 3 4