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
$126M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.3M
3
+$466K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$397K
5
MSTR icon
Strategy Inc
MSTR
+$385K

Top Sells

1
+$1.56M
2
+$623K
3
+$454K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$389K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$387K

Sector Composition

1 Technology 2.33%
2 Consumer Discretionary 1.27%
3 Communication Services 1.01%
4 Energy 0.41%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.44%
3,872
+11
52
$555K 0.44%
7,936
+35
53
$534K 0.42%
29,119
54
$520K 0.41%
8,700
-3,563
55
$517K 0.41%
4,804
-87
56
$505K 0.4%
2,174
+152
57
$488K 0.39%
12,116
-2,385
58
$483K 0.38%
776
+2
59
$443K 0.35%
9,098
-1,281
60
$418K 0.33%
3,116
-24
61
$403K 0.32%
9,984
62
$397K 0.31%
+4,177
63
$385K 0.3%
+1,331
64
$377K 0.3%
3,768
+1
65
$376K 0.3%
15,259
-2,209
66
$375K 0.3%
4,677
+70
67
$348K 0.28%
18,447
-2,581
68
$331K 0.26%
15,117
+1
69
$331K 0.26%
614
+13
70
$296K 0.23%
3,385
+578
71
$289K 0.23%
7,003
-50
72
$287K 0.23%
3,790
+53
73
$284K 0.22%
310
-11
74
$271K 0.21%
2,623
+4
75
$269K 0.21%
5,807
+8
1 2
3
4