MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.26M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$866K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$852K

Top Sells

1
+$2.17M
2
+$1.57M
3
+$1.46M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$870K
5
ARCC icon
Ares Capital
ARCC
+$669K

Sector Composition

1 Consumer Discretionary 1.16%
2 Technology 1.07%
3 Communication Services 0.81%
4 Energy 0.56%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REK icon
226
ProShares Short Real Estate
REK
$11M
$8.59K 0.01%
+506
VICI icon
227
VICI Properties
VICI
$29.4B
$8.33K 0.01%
+305
VYM icon
228
Vanguard High Dividend Yield ETF
VYM
$79.1B
$8.25K 0.01%
+56
XLG icon
229
Invesco S&P 500 Top 50 ETF
XLG
$11B
$8.1K 0.01%
149
-37,760
ALLY icon
230
Ally Financial
ALLY
$12.9B
$7.96K 0.01%
+203
STIP icon
231
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
$7.88K 0.01%
+76
FALN icon
232
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$7.88K 0.01%
+295
BOTZ icon
233
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.75B
$7.77K 0.01%
+234
SBUX icon
234
Starbucks
SBUX
$109B
$7.73K 0.01%
+86
QYLD icon
235
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$7.55K 0.01%
+440
IWM icon
236
iShares Russell 2000 ETF
IWM
$78.6B
$7.52K 0.01%
+30
IDU icon
237
iShares US Utilities ETF
IDU
$1.42B
$7.44K ﹤0.01%
+64
MO icon
238
Altria Group
MO
$117B
$7.41K ﹤0.01%
+112
XLU icon
239
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$7.4K ﹤0.01%
+161
MMM icon
240
3M
MMM
$79.7B
$7.4K ﹤0.01%
+51
TIP icon
241
iShares TIPS Bond ETF
TIP
$15B
$7.33K ﹤0.01%
+66
CRM icon
242
Salesforce
CRM
$156B
$7.31K ﹤0.01%
+39
EMXC icon
243
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.2B
$7.19K ﹤0.01%
+91
AMD icon
244
Advanced Micro Devices
AMD
$885B
$6.8K ﹤0.01%
+33
CERY
245
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.07B
$6.75K ﹤0.01%
+191
VGK icon
246
Vanguard FTSE Europe ETF
VGK
$30.1B
$6.66K ﹤0.01%
+81
PFIX icon
247
Simplify Interest Rate Hedge ETF
PFIX
$208M
$6.64K ﹤0.01%
+144
PG icon
248
Procter & Gamble
PG
$326B
$6.56K ﹤0.01%
+45
PANW icon
249
Palo Alto Networks
PANW
$227B
$6.55K ﹤0.01%
+41
SPSM icon
250
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$6.51K ﹤0.01%
+135
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