MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.72M
3
+$1.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$551K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$417K

Top Sells

1
+$1.62M
2
+$1.45M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$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 Change
in Stake 		Capital Flow
51
$551K 0.47%
5,081
+1,965
52
$536K 0.46%
1,427
-760
53
$526K 0.45%
12,116
54
$507K 0.43%
5,404
-1,665
55
$492K 0.42%
8,219
-481
56
$442K 0.38%
8,987
-111
57
$424K 0.36%
4,583
+406
58
$422K 0.36%
778
+2
59
$417K 0.36%
+9,064
60
$404K 0.35%
2,938
-934
61
$398K 0.34%
+8,546
62
$391K 0.33%
1,356
+25
63
$385K 0.33%
4,711
+34
64
$382K 0.33%
15,430
+171
65
$353K 0.3%
18,644
+197
66
$335K 0.29%
3,768
67
$335K 0.29%
15,117
68
$320K 0.27%
623
+9
69
$301K 0.26%
1,045
-50
70
$292K 0.25%
7,105
+102
71
$286K 0.24%
7,569
-2,415
72
$265K 0.23%
19,070
73
$262K 0.22%
14,867
+211
74
$254K 0.22%
5,573
-234
75
$254K 0.22%
269
-41
1 2
3
4