MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.98M
3
+$5.76M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.99%
2 Consumer Discretionary 1.27%
3 Communication Services 1.09%
4 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.47%
+7,866
52
$504K 0.46%
+5,485
53
$502K 0.46%
+10,439
54
$501K 0.46%
+2,746
55
$446K 0.41%
+773
56
$438K 0.4%
+7,404
57
$420K 0.39%
+17,182
58
$396K 0.36%
+1,752
59
$388K 0.36%
+20,711
60
$373K 0.34%
+16,374
61
$369K 0.34%
+9,962
62
$364K 0.34%
+4,557
63
$314K 0.29%
+712
64
$293K 0.27%
+3,737
65
$291K 0.27%
+581
66
$281K 0.26%
+3,343
67
$280K 0.26%
+6,891
68
$273K 0.25%
+1,270
69
$264K 0.24%
+2,876
70
$253K 0.23%
+19,070
71
$250K 0.23%
+5,442
72
$247K 0.23%
+13,138
73
$246K 0.23%
+13,049
74
$245K 0.23%
+2,612
75
$237K 0.22%
+2,731
1 2
3
4