MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.98M
3
+$5.76M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.99%
2 Consumer Discretionary 1.27%
3 Communication Services 1.09%
4 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.27%
+15,874
27
$1.37M 1.26%
+53,460
28
$1.35M 1.24%
+7,898
29
$1.34M 1.23%
+11,202
30
$1.31M 1.2%
+14,135
31
$1.3M 1.19%
+22,977
32
$1.23M 1.13%
+8,147
33
$1.21M 1.12%
+22,871
34
$1.12M 1.03%
+23,762
35
$975K 0.9%
+4,640
36
$878K 0.81%
+1,963
37
$813K 0.75%
+22,860
38
$735K 0.68%
+12,327
39
$683K 0.63%
+3,724
40
$678K 0.62%
+12,380
41
$656K 0.6%
+14,226
42
$651K 0.6%
+13,034
43
$618K 0.57%
+5,800
44
$579K 0.53%
+2,699
45
$564K 0.52%
+11,249
46
$559K 0.51%
+3,070
47
$552K 0.51%
+7,200
48
$550K 0.51%
+4,774
49
$547K 0.5%
+14,422
50
$516K 0.47%
+3,848
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2
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