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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$5.98M
3 +$5.76M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.99%
2 Consumer Discretionary 1.27%
3 Communication Services 1.09%
4 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.22%
+13,940
77
$217K 0.2%
+9,081
78
$217K 0.2%
+12,490
79
$212K 0.2%
+4,823