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
$127M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$726K
3
+$713K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$647K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$616K

Top Sells

1
+$840K
2
+$556K
3
+$143K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$63.1K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.09%
3 Communication Services 0.89%
4 Energy 0.45%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.47%
29,119
+15,981
52
$585K 0.46%
11,451
+202
53
$578K 0.46%
24,318
+7,944
54
$573K 0.45%
4,891
+117
55
$567K 0.45%
7,901
+35
56
$542K 0.43%
3,861
+13
57
$513K 0.4%
10,379
-60
58
$501K 0.4%
3,021
+275
59
$456K 0.36%
2,022
+270
60
$454K 0.36%
774
+1
61
$439K 0.35%
17,468
+286
62
$411K 0.32%
9,984
+22
63
$404K 0.32%
21,028
+317
64
$386K 0.3%
4,607
+50
65
$337K 0.27%
3,767
+1,036
66
$317K 0.25%
601
+20
67
$317K 0.25%
+15,116
68
$313K 0.25%
3,737
69
$310K 0.24%
1,275
+5
70
$296K 0.23%
7,053
+162
71
$291K 0.23%
16,071
+3,581
72
$285K 0.22%
+321
73
$275K 0.22%
2,807
-69
74
$269K 0.21%
19,070
75
$266K 0.21%
5,799
+357
1 2
3
4