MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$147M
1-Year Est. Return
13.72%
This Fund
S&P 500
1 Year Est. Return
+13.72%
AUM
$138M
AUM Growth
+$6.08M
(+4.6%)
Holding
85
Top Buys
| 1 | +$1.48M | |
| 2 | +$1.12M | |
| 3 | +$621K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$568K |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$536K |
Top Sells
| 1 | +$1.4M | |
| 2 | +$941K | |
| 3 | +$880K | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$877K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$723K |
Sector Composition
| 1 | Technology | 1.22% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Communication Services | 0.58% |
| 4 | Energy | 0.4% |
| 5 | Financials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust Senior Loan Fund ETF
FTSL
$2.18B
| $270K | 0.2% |
5,898
+146
|
|
||
77
Costco
COST
$442B
| $255K | 0.19% |
276
+10
|
|
||
78
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.74B
| $249K | 0.18% |
5,921
-1,184
|
|
||
79
First Trust Preferred Securities and Income ETF
FPE
$6.22B
| $246K | 0.18% |
13,491
+193
|
|
||
80
First Trust Smith Unconstrained Bond ETF
UCON
$3.2B
| $204K | 0.15% |
8,087
-6,882
|
|
||
81
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.48B
| – | – |
-18,046
|
|
||
82
iShares US Technology ETF
IYW
$17.2B
| – | – |
-8,099
|
|
||
83
Strategy Inc
MSTR
$42B
| – | – |
-1,376
|
|
||
|
OXLC
84
Oxford Lane Capital
OXLC
$918M
| – | – |
-3,065
|
|
||
85
ProShares Short High Yield
SJB
$142M
| – | – |
-11,648
|
|