MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.12M
3
+$621K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$536K

Top Sells

1
+$1.4M
2
+$941K
3
+$880K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$877K
5
IVV icon
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
$270K 0.2%
5,898
+146
77
$255K 0.19%
276
+10
78
$249K 0.18%
5,921
-1,184
79
$246K 0.18%
13,491
+193
80
$204K 0.15%
8,087
-6,882
81
– –
-18,046
82
– –
-8,099
83
– –
-3,065
84
– –
-11,648
85
– –
-1,376
1 2 3
4