MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.12M
3
+$621K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$536K

Top Sells

1
+$1.4M
2
+$941K
3
+$880K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$877K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$723K

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.58%
4 Energy 0.4%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.34%
68,976
+6,453
27
$1.8M 1.3%
23,621
+3,196
28
$1.78M 1.29%
23,229
+4,743
29
$1.58M 1.14%
23,913
-4,561
30
$1.44M 1.05%
28,191
+2,286
31
$1.37M 0.99%
6,228
-46
32
$1.22M 0.88%
35,670
+19,670
33
$1.21M 0.88%
25,986
+1,514
34
$1.18M 0.86%
25,256
-9,386
35
$1.15M 0.83%
1,719
-1,123
36
$1.14M 0.83%
30,056
+143
37
$1.14M 0.82%
48,425
+3,062
38
$1.05M 0.76%
11,280
+3,528
39
$925K 0.67%
3,379
+669
40
$908K 0.66%
18,421
+1,554
41
$831K 0.6%
8,384
-2,400
42
$828K 0.6%
8,324
-7,224
43
$823K 0.6%
12,084
-14,232
44
$773K 0.56%
6,383
-97
45
$701K 0.51%
2,754
-47
46
$692K 0.5%
1,336
+57
47
$592K 0.43%
8,051
+42
48
$579K 0.42%
+8,250
49
$568K 0.41%
+8,735
50
$549K 0.4%
5,771
+236
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