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
$126M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.3M
3
+$466K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$397K
5
MSTR icon
Strategy Inc
MSTR
+$385K

Top Sells

1
+$1.56M
2
+$623K
3
+$454K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$389K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$387K

Sector Composition

1 Technology 2.33%
2 Consumer Discretionary 1.27%
3 Communication Services 1.01%
4 Energy 0.41%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.28%
27,822
-401
27
$1.61M 1.27%
7,343
-46
28
$1.55M 1.23%
61,534
+503
29
$1.51M 1.19%
23,726
-1,339
30
$1.49M 1.18%
16,082
+208
31
$1.43M 1.13%
15,748
+37
32
$1.28M 1.01%
13,268
-6,449
33
$1.28M 1.01%
8,023
+17
34
$1.22M 0.96%
4,862
+31
35
$988K 0.78%
19,007
+2,975
36
$922K 0.73%
4,833
+724
37
$922K 0.73%
2,187
-46
38
$888K 0.7%
6,891
-3,002
39
$871K 0.69%
17,449
+2,116
40
$810K 0.64%
14,611
+2,756
41
$725K 0.57%
9,378
+907
42
$713K 0.56%
3,742
+7
43
$701K 0.55%
30,864
+6,546
44
$690K 0.55%
6,476
+509
45
$648K 0.51%
7,069
+732
46
$636K 0.5%
2,705
+3
47
$631K 0.5%
18,145
-691
48
$616K 0.49%
10,410
-1,664
49
$579K 0.46%
11,558
+107
50
$569K 0.45%
3,006
-15
1
2
3 4