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
$132M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.73M
3
+$1.66M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.08M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$1.06M

Top Sells

1
+$1.87M
2
+$1.55M
3
+$866K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$633K
5
NVDA icon
NVIDIA
NVDA
+$555K

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
PYLD icon
26
PIMCO Multi Sector Bond Active ETF
PYLD
$7.9B
$1.66M 1.26%
+62,523
IYH icon
27
iShares US Healthcare ETF
IYH
$2.95B
$1.64M 1.24%
29,020
+3,707
IUSB icon
28
iShares Core Universal USD Bond ETF
IUSB
$33.4B
$1.6M 1.22%
34,642
-8,333
XLE icon
29
Energy Select Sector SPDR Fund
XLE
$26.9B
$1.59M 1.21%
18,732
+1,444
CIBR icon
30
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.54M 1.17%
20,425
-1,522
AVUV icon
31
Avantis US Small Cap Value ETF
AVUV
$18.1B
$1.42M 1.08%
15,548
+2,306
IYW icon
32
iShares US Technology ETF
IYW
$22.4B
$1.4M 1.07%
8,099
-61
AMZN icon
33
Amazon
AMZN
$2.61T
$1.38M 1.04%
6,274
-1,030
IAGG icon
34
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$1.32M 1%
25,905
+9,994
GLDM icon
35
SPDR Gold MiniShares Trust
GLDM
$21.8B
$1.21M 0.92%
18,486
-2,559
EFG icon
36
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$1.17M 0.89%
10,469
-208
XTEN icon
37
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$744M
$1.13M 0.86%
24,472
+15,926
THRO
38
iShares U.S. Thematic Rotation Active ETF
THRO
$6.39B
$1.06M 0.81%
+29,913
SCHZ icon
39
Schwab US Aggregate Bond ETF
SCHZ
$8.98B
$1.05M 0.8%
45,363
+12,616
MOAT icon
40
VanEck Morningstar Wide Moat ETF
MOAT
$15.3B
$1.01M 0.77%
10,784
-4,224
XLG icon
41
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$991K 0.75%
19,015
+9,951
VNLA icon
42
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$830K 0.63%
16,867
+142
SPMO icon
43
Invesco S&P 500 Momentum ETF
SPMO
$16.5B
$729K 0.55%
6,480
+1,897
IWY icon
44
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$668K 0.51%
2,710
+2
VGT icon
45
Vanguard Information Technology ETF
VGT
$110B
$643K 0.49%
969
+191
MSFT icon
46
Microsoft
MSFT
$3.69T
$636K 0.48%
1,279
-148
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
$583K 0.44%
8,009
+40
AAPL icon
48
Apple
AAPL
$3.97T
$575K 0.44%
2,801
-546
MSTR icon
49
Strategy Inc
MSTR
$69.5B
$556K 0.42%
1,376
+20
RDVY icon
50
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
$521K 0.4%
8,298
-2,070
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