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
$117M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.72M
3
+$1.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$551K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$417K

Top Sells

1
+$1.62M
2
+$1.45M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$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 Change
in Stake 		Capital Flow
26
$1.54M 1.32%
25,313
-2,509
27
$1.47M 1.26%
7,726
+2,893
28
$1.39M 1.19%
7,304
-39
29
$1.38M 1.18%
21,947
-1,779
30
$1.32M 1.13%
15,008
-1,074
31
$1.3M 1.12%
21,045
+2,038
32
$1.15M 0.99%
13,242
-26
33
$1.15M 0.98%
8,160
+137
34
$1.07M 0.91%
10,677
-6,736
35
$877K 0.75%
10,532
-5,216
36
$822K 0.7%
16,725
-22,477
37
$795K 0.68%
15,911
-1,538
38
$791K 0.68%
21,793
+3,648
39
$758K 0.65%
32,747
+1,883
40
$748K 0.64%
13,860
-30,077
41
$743K 0.64%
3,347
-1,515
42
$656K 0.56%
5,379
-1,512
43
$633K 0.54%
11,494
-3,117
44
$626K 0.54%
5,936
-540
45
$607K 0.52%
10,368
-42
46
$595K 0.51%
7,969
+33
47
$585K 0.5%
3,742
48
$577K 0.49%
29,119
49
$571K 0.49%
2,708
+3
50
$565K 0.48%
4,752
-52
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2
3 4