MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$132M
1-Year Est. Return
10.41%
1 Year Est. Return
+10.41%
AUM
$117M
AUM Growth
-$9.65M
(-7.6%)
Holding
88
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.72M | |
| 3 | +$1.7M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$551K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$417K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.45M | |
| 3 | +$1.31M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.2M |
| 5 |
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
BlackRock Flexible Income ETF
BINC
$12.5B
| $248K | 0.21% |
4,731
+263
|
|
||
77
Alphabet (Google) Class A
GOOGL
$3.06T
| $245K | 0.21% |
1,587
-1,419
|
|
||
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $244K | 0.21% |
2,604
+294
|
|
||
79
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
| $244K | 0.21% |
2,627
+4
|
|
||
80
Technology Select Sector SPDR Fund
XLK
$93.7B
| $200K | 0.17% |
970
-1,204
|
|
||
81
ProShares Short High Yield
SJB
$68M
| $194K | 0.17% |
12,046
-32
|
|
||
|
OXLC
82
Oxford Lane Capital
OXLC
$1.47B
| $73K | 0.06% |
15,466
+3,278
|
|
||
83
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-9,378
|
|
||
84
iShares MSCI EAFE ETF
EFA
$68.2B
| – | – |
-3,790
|
|
||
85
iShares US Infrastructure ETF
IFRA
$3.07B
| – | – |
-5,026
|
|
||
86
Invesco CEF Income Composite ETF
PCEF
$835M
| – | – |
-13,615
|
|
||
87
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-3,385
|
|
||
88
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-11,558
|
|