MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$138M
1-Year Est. Return
11.48%
1 Year Est. Return
+11.48%
AUM
$132M
AUM Growth
+$15M
(+13%)
Holding
86
Top Buys
| 1 | +$2.67M | |
| 2 | +$1.73M | |
| 3 | +$1.66M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.08M |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$1.06M |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.55M | |
| 3 | +$866K | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$633K |
| 5 |
NVIDIA
NVDA
|
+$555K |
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
Costco
COST
$409B
| $263K | 0.2% |
266
-3
|
|
||
77
iShares Russell Top 200 ETF
IWL
$1.89B
| $251K | 0.19% |
1,638
-1,300
|
|
||
|
78
NVIDIA
NVDA
$4.58T
| $247K | 0.19% |
1,565
-3,516
|
|
||
79
First Trust Preferred Securities and Income ETF
FPE
$6.23B
| $237K | 0.18% |
13,298
-1,569
|
|
||
80
Alphabet (Google) Class A
GOOGL
$3.36T
| $235K | 0.18% |
1,334
-253
|
|
||
81
ProShares Short High Yield
SJB
$68.2M
| $182K | 0.14% |
11,648
-398
|
|
||
|
OXLC
82
Oxford Lane Capital
OXLC
$1.47B
| $64.4K | 0.05% |
3,065
-28
|
|
||
83
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| – | – |
-2,604
|
|
||
|
PDO
84
PIMCO Dynamic Income Opportunities Fund
PDO
$1.83B
| – | – |
-19,070
|
|
||
85
Fidelity Emerging Markets Multifactor ETF
FDEM
$245M
| – | – |
-60,495
|
|
||
|
86
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
| – | – |
-11,494
|
|