MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM $117M
AUM
$117M
AUM Growth
-$9.65M (-8%)
Cap. Flow
-$4.84M
Cap. Flow % of AUM
-4.14%
Top 10 Holdings %Top 10 Hldgs %
45.23%
Holding
88
New
4
Increased
29
Reduced
43
Closed
6
Top Buys
| 1 | $2.34M | |
| 2 | $1.72M | |
| 3 | $1.7M | |
| 4 | $551K | |
| 5 | $417K |
Top Sells
| 1 | $1.62M | |
| 2 | $1.45M | |
| 3 | $1.31M | |
| 4 | $1.2M | |
| 5 | $1.1M |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 1.19% |
| 3 | Communication Services | 0.71% |
| 4 | Energy | 0.48% |
| 5 | Financials | 0.35% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.54M | 1.32% | 25,313 -2,509 | -9% | -$153K | |||
| $1.47M | 1.26% | 7,726 +2,893 | +60% | +$551K | |||
| $1.39M | 1.19% | 7,304 -39 | -0.5% | -$7.42K | |||
| $1.38M | 1.18% | 21,947 -1,779 | -8% | -$112K | |||
| $1.32M | 1.13% | 15,008 -1,074 | -7% | -$94.5K | |||
| $1.3M | 1.12% | 21,045 +2,038 | +11% | +$126K | |||
| $1.15M | 0.99% | 13,242 -26 | -0.2% | -$2.27K | |||
| $1.15M | 0.98% | 8,160 +137 | +2% | +$19.2K | |||
| $1.07M | 0.91% | 10,677 -6,736 | -39% | -$674K | |||
| $877K | 0.75% | 10,532 -5,216 | -33% | -$434K | |||
| $822K | 0.7% | 16,725 -22,477 | -57% | -$1.1M | |||
| $795K | 0.68% | 15,911 -1,538 | -9% | -$76.9K | |||
| $791K | 0.68% | 21,793 +3,648 | +20% | +$132K | |||
| $758K | 0.65% | 32,747 +1,883 | +6% | +$43.6K | |||
| $748K | 0.64% | 13,860 -30,077 | -68% | -$1.62M | |||
| $743K | 0.64% | 3,347 -1,515 | -31% | -$337K | |||
| $656K | 0.56% | 5,379 -1,512 | -22% | -$184K | |||
| $633K | 0.54% | 11,494 -3,117 | -21% | -$172K | |||
| $626K | 0.54% | 5,936 -540 | -8% | -$56.9K | |||
| $607K | 0.52% | 10,368 -42 | -0.4% | -$2.46K | |||
| $595K | 0.51% | 7,969 +33 | +0.4% | +$2.47K | |||
| $585K | 0.5% | 3,742 | – | – | |||
| $577K | 0.49% | 29,119 | – | – | |||
| $571K | 0.49% | 2,708 +3 | +0.1% | +$633 | |||
| $565K | 0.48% | 4,752 -52 | -1% | -$6.18K |
