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
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$672K
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$579K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K

Top Sells

1
+$1.4M
2
+$969K
3
+$906K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$896K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$751K

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
XOM icon
51
Exxon Mobil
XOM
$497B
$545K 0.4%
4,835
+54
RDVY icon
52
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$495K 0.36%
7,365
-933
GOOG icon
53
Alphabet (Google) Class C
GOOG
$3.87T
$480K 0.35%
1,969
-49
IJK icon
54
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$479K 0.35%
4,990
+8
AVEM icon
55
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$478K 0.35%
+6,361
HEFA icon
56
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.59B
$473K 0.34%
11,937
-1,231
FDL icon
57
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.08B
$443K 0.32%
10,214
-1,218
VOO icon
58
Vanguard S&P 500 ETF
VOO
$803B
$414K 0.3%
676
+30
VCIT icon
59
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$406K 0.29%
4,825
+58
BINC icon
60
BlackRock Flexible Income ETF
BINC
$14.3B
$365K 0.26%
6,848
+428
PAVE icon
61
Global X US Infrastructure Development ETF
PAVE
$9.81B
$361K 0.26%
7,584
+15
VONG icon
62
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$355K 0.26%
2,946
+316
ESGU icon
63
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$335K 0.24%
2,298
-49
XLK icon
64
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$328K 0.24%
1,165
-308
GLD icon
65
SPDR Gold Trust
GLD
$141B
$325K 0.24%
913
-92
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.86T
$325K 0.24%
1,335
+1
PDI icon
67
PIMCO Dynamic Income Fund
PDI
$7.56B
$314K 0.23%
15,839
ARCC icon
68
Ares Capital
ARCC
$14.9B
$309K 0.22%
15,117
IGV icon
69
iShares Expanded Tech-Software Sector ETF
IGV
$8.36B
$300K 0.22%
2,606
FTSM icon
70
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$299K 0.22%
4,992
-2,259
EFG icon
71
iShares MSCI EAFE Growth ETF
EFG
$9.48B
$296K 0.21%
2,600
-7,869
LMBS icon
72
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.67B
$293K 0.21%
5,885
-2,877
MUB icon
73
iShares National Muni Bond ETF
MUB
$41.4B
$284K 0.21%
2,664
-769
NVDA icon
74
NVIDIA
NVDA
$4.36T
$284K 0.21%
1,520
-45
IWL icon
75
iShares Russell Top 200 ETF
IWL
$2B
$273K 0.2%
1,641
+3
1 2
3
4