MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$672K
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$579K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K

Top Sells

1
+$1.4M
2
+$969K
3
+$906K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$896K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$751K

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.58%
4 Energy 0.4%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYLD icon
26
PIMCO Multi Sector Bond Active ETF
PYLD
$9.55B
$1.85M 1.34%
68,976
+6,453
CIBR icon
27
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$1.8M 1.3%
23,621
+3,196
GLDM icon
28
SPDR Gold MiniShares Trust
GLDM
$23.9B
$1.78M 1.29%
23,229
+4,743
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$1.58M 1.14%
23,913
-4,561
IAGG icon
30
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$1.44M 1.05%
28,191
+2,286
AMZN icon
31
Amazon
AMZN
$2.48T
$1.37M 0.99%
6,228
-46
BAI
32
iShares A.I. Innovation and Tech Active ETF
BAI
$7.94B
$1.22M 0.88%
35,670
+19,670
XTEN icon
33
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$772M
$1.21M 0.88%
25,986
+1,514
IUSB icon
34
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$1.18M 0.86%
25,256
-9,386
IVV icon
35
iShares Core S&P 500 ETF
IVV
$733B
$1.15M 0.83%
1,719
-1,123
THRO
36
iShares U.S. Thematic Rotation Active ETF
THRO
$6.91B
$1.14M 0.83%
30,056
+143
SCHZ icon
37
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
$1.14M 0.82%
48,425
+3,062
VGT icon
38
Vanguard Information Technology ETF
VGT
$114B
$1.05M 0.76%
1,410
+441
IWY icon
39
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$925K 0.67%
3,379
+669
VNLA icon
40
Janus Henderson Short Duration Income ETF
VNLA
$2.82B
$908K 0.66%
18,421
+1,554
MOAT icon
41
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$831K 0.6%
8,384
-2,400
AVUV icon
42
Avantis US Small Cap Value ETF
AVUV
$19.8B
$828K 0.6%
8,324
-7,224
DGRO icon
43
iShares Core Dividend Growth ETF
DGRO
$35.7B
$823K 0.6%
12,084
-14,232
SPMO icon
44
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$773K 0.56%
6,383
-97
AAPL icon
45
Apple
AAPL
$4.2T
$701K 0.51%
2,754
-47
MSFT icon
46
Microsoft
MSFT
$3.55T
$692K 0.5%
1,336
+57
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$592K 0.43%
8,051
+42
SHLD icon
48
Global X Defense Tech ETF
SHLD
$4.83B
$579K 0.42%
+8,250
IBIT icon
49
iShares Bitcoin Trust
IBIT
$72.2B
$568K 0.41%
+8,735
MBB icon
50
iShares MBS ETF
MBB
$39.2B
$549K 0.4%
5,771
+236
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