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
$127M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$726K
3
+$713K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$647K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$616K

Top Sells

1
+$840K
2
+$556K
3
+$143K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$63.1K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.09%
3 Communication Services 0.89%
4 Energy 0.45%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.32%
17,456
+3,321
27
$1.65M 1.3%
61,031
+7,571
28
$1.57M 1.24%
14,589
-152
29
$1.54M 1.21%
15,874
30
$1.53M 1.21%
31,007
+7,245
31
$1.48M 1.17%
25,065
+2,088
32
$1.44M 1.14%
15,711
+38
33
$1.38M 1.09%
7,389
+225
34
$1.25M 0.99%
9,893
-4,405
35
$1.21M 0.96%
8,006
-141
36
$1.13M 0.89%
4,831
+191
37
$961K 0.76%
2,233
+270
38
$836K 0.66%
16,032
+1,806
39
$810K 0.64%
4,109
+1,039
40
$795K 0.63%
15,333
+2,299
41
$734K 0.58%
12,263
-64
42
$724K 0.57%
11,855
+4,451
43
$715K 0.56%
12,074
-306
44
$667K 0.53%
18,836
-4,024
45
$667K 0.53%
8,471
+1,271
46
$648K 0.51%
5,967
+167
47
$625K 0.49%
3,735
+11
48
$608K 0.48%
14,501
+79
49
$607K 0.48%
6,337
+852
50
$595K 0.47%
2,702
+3
1
2
3 4