MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM $117M
AUM
$117M
AUM Growth
-$9.65M (-8%)
Cap. Flow
-$4.84M
Cap. Flow % of AUM
-4.14%
Top 10 Holdings %Top 10 Hldgs %
45.23%
Holding
88
New
4
Increased
29
Reduced
43
Closed
6
Top Buys
| 1 | $2.34M | |
| 2 | $1.72M | |
| 3 | $1.7M | |
| 4 | $551K | |
| 5 | $417K |
Top Sells
| 1 | $1.62M | |
| 2 | $1.45M | |
| 3 | $1.31M | |
| 4 | $1.2M | |
| 5 | $1.1M |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 1.19% |
| 3 | Communication Services | 0.71% |
| 4 | Energy | 0.48% |
| 5 | Financials | 0.35% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $551K | 0.47% | 5,081 +1,965 | +63% | +$213K | |||
| $536K | 0.46% | 1,427 -760 | -35% | -$285K | |||
| $526K | 0.45% | 12,116 | – | – | |||
| $507K | 0.43% | 5,404 -1,665 | -24% | -$156K | |||
| $492K | 0.42% | 8,219 -481 | -6% | -$28.8K | |||
| $442K | 0.38% | 8,987 -111 | -1% | -$5.46K | |||
| $424K | 0.36% | 4,583 +406 | +10% | +$37.6K | |||
| $422K | 0.36% | 778 +2 | +0.3% | +$1.09K | |||
| $417K | 0.36% | 9,064 | New | +$417K | |||
| $404K | 0.35% | 2,938 -934 | -24% | -$128K | |||
| $398K | 0.34% | 8,546 | New | +$398K | |||
| $391K | 0.33% | 1,356 +25 | +2% | +$7.21K | |||
| $385K | 0.33% | 4,711 +34 | +0.7% | +$2.78K | |||
| $382K | 0.33% | 15,430 +171 | +1% | +$4.23K | |||
| $353K | 0.3% | 18,644 +197 | +1% | +$3.73K | |||
| $335K | 0.29% | 3,768 | – | – | |||
| $335K | 0.29% | 15,117 | – | – | |||
| $320K | 0.27% | 623 +9 | +1% | +$4.62K | |||
| $301K | 0.26% | 1,045 -50 | -5% | -$14.4K | |||
| $292K | 0.25% | 7,105 +102 | +1% | +$4.19K | |||
| $286K | 0.24% | 7,569 -2,415 | -24% | -$91.1K | |||
| $265K | 0.23% | 19,070 | – | – | |||
| $262K | 0.22% | 14,867 +211 | +1% | +$3.71K | |||
| $254K | 0.22% | 5,573 -234 | -4% | -$10.7K | |||
| $254K | 0.22% | 269 -41 | -13% | -$38.7K |
