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
BA icon
351
Boeing
BA
$166B
$891 ﹤0.01%
+4
VOT icon
352
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$882 ﹤0.01%
+3
MOS icon
353
The Mosaic Company
MOS
$7.41B
$833 ﹤0.01%
+33
CINF icon
354
Cincinnati Financial
CINF
$24.4B
$789 ﹤0.01%
+5
MOO icon
355
VanEck Agribusiness ETF
MOO
$946M
$773 ﹤0.01%
+9
FYT icon
356
First Trust Small Cap Value AlphaDEX Fund
FYT
$173M
$755 ﹤0.01%
+12
LULU icon
357
lululemon athletica
LULU
$15.1B
$749 ﹤0.01%
+5
CION icon
358
CION Investment
CION
$332M
$734 ﹤0.01%
+107
OKLO
359
Oklo
OKLO
$11.3B
$725 ﹤0.01%
+15
ALOY
360
REalloys Inc
ALOY
$845M
$643 ﹤0.01%
+66
F icon
361
Ford
F
$62.6B
$633 ﹤0.01%
+55
TLRY icon
362
Tilray
TLRY
$611M
$563 ﹤0.01%
+87
VNLA icon
363
Janus Henderson Short Duration Income ETF
VNLA
$3.28B
$536 ﹤0.01%
+11
BITB icon
364
Bitwise Bitcoin ETF
BITB
$2.51B
$530 ﹤0.01%
+14
MAIN icon
365
Main Street Capital
MAIN
$4.72B
$504 ﹤0.01%
+10
IXJ icon
366
iShares Global Healthcare ETF
IXJ
$3.58B
$464 ﹤0.01%
+5
RDDT icon
367
Reddit
RDDT
$32.6B
$464 ﹤0.01%
+3
BMY icon
368
Bristol-Myers Squibb
BMY
$112B
$446 ﹤0.01%
+7
ECC
369
Eagle Point Credit Company
ECC
$539M
$441 ﹤0.01%
+117
KKR icon
370
KKR & Co
KKR
$81.3B
$283 ﹤0.01%
+3
VBK icon
371
Vanguard Small-Cap Growth ETF
VBK
$23.7B
$279 ﹤0.01%
+1
EMB icon
372
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$235 ﹤0.01%
+3
VLUE icon
373
iShares MSCI USA Value Factor ETF
VLUE
$16.2B
$190 ﹤0.01%
+1
SWK icon
374
Stanley Black & Decker
SWK
$12.2B
$171 ﹤0.01%
+2
OXM icon
375
Oxford Industries
OXM
$674M
$168 ﹤0.01%
+4