MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$132M
This Quarter Return
-0.55%
1 Year Return
+10.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-0.23%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
9.08%
Top 10 Holdings %
Top 10 Hldgs %
45.7%
Holding
86
New
3
Increased
47
Reduced
31
Closed
2
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.93M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.9M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.3M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$466K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$425K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.56M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$623K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$454K |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$389K |
| 5 |
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% |
