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
$126M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.3M
3
+$466K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$397K
5
MSTR icon
Strategy Inc
MSTR
+$385K

Top Sells

1
+$1.56M
2
+$623K
3
+$454K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$389K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$387K

Sector Composition

1 Technology 2.33%
2 Consumer Discretionary 1.27%
3 Communication Services 1.01%
4 Energy 0.41%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.21%
1,095
-180
77
$261K 0.21%
13,615
+277
78
$259K 0.21%
14,656
-1,415
79
$259K 0.21%
19,070
80
$233K 0.18%
5,026
+161
81
$232K 0.18%
+4,468
82
$205K 0.16%
2,310
-342
83
$195K 0.15%
12,078
-1,421
84
$61.8K 0.05%
12,188
+2,100
85
– –
-4,426
86
– –
-9,226
1 2 3
4