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
$127M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$699K
3
+$637K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$595K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$520K

Top Sells

1
+$810K
2
+$535K
3
+$140K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$79.6K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$60.9K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.09%
3 Communication Services 0.89%
4 Energy 0.45%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.21%
13,338
+289
77
$253K 0.2%
2,619
+7
78
$242K 0.19%
2,652
-691
79
$229K 0.18%
+4,865
80
$219K 0.17%
9,226
+145
81
$219K 0.17%
13,499
-441
82
$210K 0.17%
4,426
-397
83
$52.9K 0.04%
+2,018
1 2 3
4