MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.72M
3
+$1.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$551K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$417K

Top Sells

1
+$1.62M
2
+$1.45M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.1M

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 1.19%
3 Communication Services 0.71%
4 Energy 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$248K 0.21%
4,731
+263
77
$245K 0.21%
1,587
-1,419
78
$244K 0.21%
2,604
+294
79
$244K 0.21%
2,627
+4
80
$200K 0.17%
970
-1,204
81
$194K 0.17%
12,046
-32
82
$73K 0.06%
3,093
+655
83
– –
-9,378
84
– –
-3,790
85
– –
-5,026
86
– –
-13,615
87
– –
-3,385
88
– –
-11,558
1 2 3
4