MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.63M
3
+$1.5M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$985K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$970K

Top Sells

1
+$1.73M
2
+$1.55M
3
+$801K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$633K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$475K

Sector Composition

1 Technology 1.53%
2 Consumer Discretionary 1.04%
3 Communication Services 0.45%
4 Energy 0.39%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.39%
5,535
+131
52
$515K 0.39%
4,781
+29
53
$500K 0.38%
13,168
-8,625
54
$479K 0.36%
11,432
-684
55
$462K 0.35%
+16,000
56
$453K 0.34%
4,982
-5,550
57
$434K 0.33%
7,251
-968
58
$432K 0.33%
8,762
-225
59
$395K 0.3%
4,767
+56
60
$373K 0.28%
2,946
+1,006
61
$373K 0.28%
14,969
-461
62
$367K 0.28%
646
+23
63
$359K 0.27%
3,433
-2,503
64
$358K 0.27%
2,018
-1,724
65
$345K 0.26%
18,046
-598
66
$339K 0.26%
6,420
+1,689
67
$332K 0.25%
15,117
68
$330K 0.25%
7,569
69
$318K 0.24%
2,347
-3,032
70
$306K 0.23%
1,005
-40
71
$300K 0.23%
15,839
-13,280
72
$297K 0.23%
7,105
73
$287K 0.22%
2,630
+3
74
$285K 0.22%
2,606
-1,162
75
$264K 0.2%
5,752
+179
1 2
3
4