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
$132M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.63M
3
+$1.5M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$985K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$970K

Top Sells

1
+$1.73M
2
+$1.55M
3
+$801K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$633K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$475K

Sector Composition

1 Technology 1.53%
2 Consumer Discretionary 1.04%
3 Communication Services 0.45%
4 Energy 0.39%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.2%
266
-3
77
$251K 0.19%
1,638
-1,300
78
$247K 0.19%
1,565
-3,516
79
$237K 0.18%
13,298
-1,569
80
$235K 0.18%
1,334
-253
81
$182K 0.14%
11,648
-398
82
$64.4K 0.05%
3,065
-28
83
– –
-11,494
84
– –
-60,495
85
– –
-19,070
86
– –
-2,604
1 2 3
4