MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.63M
3
+$1.5M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$985K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$970K

Top Sells

1
+$1.73M
2
+$1.55M
3
+$801K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$633K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$475K

Sector Composition

1 Technology 1.53%
2 Consumer Discretionary 1.04%
3 Communication Services 0.45%
4 Energy 0.39%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.26%
+62,523
27
$1.64M 1.24%
29,020
+3,707
28
$1.6M 1.22%
34,642
-8,333
29
$1.59M 1.21%
37,464
+2,888
30
$1.54M 1.17%
20,425
-1,522
31
$1.42M 1.08%
15,548
+2,306
32
$1.4M 1.07%
8,099
-61
33
$1.38M 1.04%
6,274
-1,030
34
$1.32M 1%
25,905
+9,994
35
$1.21M 0.92%
18,486
-2,559
36
$1.17M 0.89%
10,469
-208
37
$1.13M 0.86%
24,472
+15,926
38
$1.06M 0.81%
+29,913
39
$1.05M 0.8%
45,363
+12,616
40
$1.01M 0.77%
10,784
-4,224
41
$991K 0.75%
19,015
+9,951
42
$830K 0.63%
16,867
+142
43
$729K 0.55%
6,480
+1,897
44
$668K 0.51%
2,710
+2
45
$643K 0.49%
969
+191
46
$636K 0.48%
1,279
-148
47
$583K 0.44%
8,009
+40
48
$575K 0.44%
2,801
-546
49
$556K 0.42%
1,376
+20
50
$521K 0.4%
8,298
-2,070
1
2
3 4