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
$180M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$122K
3
+$51.2K
4
PLTR icon
Palantir
PLTR
+$45.1K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1K

Top Sells

1
+$265K
2
+$149K
3
+$84.5K
4
AMZN icon
Amazon
AMZN
+$40.1K
5
VRT icon
Vertiv
VRT
+$22.7K

Sector Composition

1 Technology 36.37%
2 Consumer Discretionary 27.95%
3 Energy 21.04%
4 Communication Services 10.83%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 27.49%
260,319
-211
2
$37.1M 20.6%
312,074
-1,249
3
$36.7M 20.35%
165,091
-1,194
4
$19.4M 10.76%
124,108
+328
5
$17.8M 9.87%
47,388
+601
6
$6.66M 3.7%
61,458
-780
7
$4.22M 2.34%
49,948
+534
8
$3.73M 2.07%
7,009
+230
9
$654K 0.36%
45,426
+205
10
$551K 0.31%
2,600
11
$373K 0.21%
666
+2
12
$348K 0.19%
1,056
+56
13
$250K 0.14%
1,468
14
$240K 0.13%
2,736
15
$223K 0.12%
476
16
$215K 0.12%
1,285
+11
17
$176K 0.1%
322
18
$143K 0.08%
951
19
$140K 0.08%
6,170
20
$138K 0.08%
4,036
-427
21
$107K 0.06%
5,099
22
$105K 0.06%
430
23
$91.7K 0.05%
354
+30
24
$86.1K 0.05%
697
+5
25
$83.2K 0.05%
630
+5
1
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