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MWA

Miller Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$893K
3
+$569K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$267K
2
+$166K
3
+$143K
4
MBLY icon
Mobileye
MBLY
+$26.8K
5
TSLA icon
Tesla
TSLA
+$26K

Sector Composition

1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56M 22.6%
255,067
-1,179
2
$41.3M 16.66%
162,116
-736
3
$32.9M 13.29%
292,222
+1,104
4
$29.9M 12.04%
122,563
+376
5
$29.9M 12.04%
122,563
+376
6
$25.1M 10.14%
48,533
+1,116
7
$13.1M 5.27%
69,944
+5,828
8
$10.1M 4.07%
55,230
+5,511
9
$3.62M 1.46%
7,210
+163
10
$578K 0.23%
40,956
-1,800
11
$547K 0.22%
2,759
12
$504K 0.2%
1,056
13
$446K 0.18%
670
+2
14
$294K 0.12%
+400
15
$282K 0.11%
2,736
16
$256K 0.1%
322
17
$218K 0.09%
476
18
$207K 0.08%
6,170
19
$203K 0.08%
1,308
+11
20
$136K 0.05%
430
21
$134K 0.05%
951
22
$124K 0.05%
5,099
23
$122K 0.05%
900
+650
24
$119K 0.05%
3,811
-238
25
$115K 0.05%
11,982
+3,000
1
2 3 4 5