MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.12M
3
+$621K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$536K

Top Sells

1
+$1.4M
2
+$941K
3
+$880K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$877K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$723K

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.58%
4 Energy 0.4%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.4%
4,835
+54
52
$495K 0.36%
7,365
-933
53
$480K 0.35%
1,969
-49
54
$479K 0.35%
4,990
+8
55
$478K 0.35%
+6,361
56
$473K 0.34%
11,937
-1,231
57
$443K 0.32%
10,214
-1,218
58
$414K 0.3%
676
+30
59
$406K 0.29%
4,825
+58
60
$365K 0.26%
6,848
+428
61
$361K 0.26%
7,584
+15
62
$355K 0.26%
2,946
+316
63
$335K 0.24%
2,298
-49
64
$328K 0.24%
2,330
-616
65
$325K 0.24%
913
-92
66
$325K 0.24%
1,335
+1
67
$314K 0.23%
15,839
68
$309K 0.22%
15,117
69
$300K 0.22%
2,606
70
$299K 0.22%
4,992
-2,259
71
$296K 0.21%
2,600
-7,869
72
$293K 0.21%
5,885
-2,877
73
$284K 0.21%
2,664
-769
74
$284K 0.21%
1,520
-45
75
$273K 0.2%
1,641
+3
1 2
3
4