MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$132M
1-Year Return
10.41%
This Quarter Return
+7.3%
1 Year Return
+10.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$15M
(+13%)
Cap. Flow
+$7.54M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
86
New
4
Increased
38
Reduced
37
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.67M |
| 2 |
First Trust Innovation Leaders ETF
ILDR
|
$1.73M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$1.66M |
| 4 |
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 |
iShares Core S&P 500 ETF
IVV
|
$1.87M |
| 2 |
Fidelity Emerging Markets Multifactor ETF
FDEM
|
$1.55M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$866K |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$633K |
| 5 |
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% |
