MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
14.38%
This Fund
S&P 500
1 Year Est. Return
+14.38%
AUM
$147M
AUM Growth
+$9.11M
(+6.6%)
Holding
84
Top Buys
| 1 | +$3.56M | |
| 2 | +$2.52M | |
| 3 | +$1.69M | |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$1.51M |
| 5 |
Janus Henderson Securitized Income ETF
JSI
|
+$1.34M |
Top Sells
| 1 | +$3.79M | |
| 2 | +$1.29M | |
| 3 | +$1.06M | |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$908K |
| 5 |
iShares US Healthcare ETF
IYH
|
+$882K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Consumer Discretionary | 1.01% |
| 3 | Communication Services | 0.73% |
| 4 | Financials | 0.68% |
| 5 | Energy | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell Top 200 ETF
IWL
$2.1B
| $231K | 0.16% |
1,354
-287
|
|
||
77
Costco
COST
$449B
| $222K | 0.15% |
258
-18
|
|
||
78
VanEck Semiconductor ETF
SMH
$55.1B
| $213K | 0.15% |
+592
|
|
||
79
First Trust Smith Unconstrained Bond ETF
UCON
$3.24B
| $206K | 0.14% |
8,182
+95
|
|
||
80
Schwab US Large-Cap Growth ETF
SCHG
$54B
| $201K | 0.14% |
+6,154
|
|
||
81
First Trust Preferred Securities and Income ETF
FPE
$6.35B
| – | – |
-13,491
|
|
||
82
First Trust Senior Loan Fund ETF
FTSL
$2.27B
| – | – |
-5,898
|
|
||
|
83
Janus Henderson Short Duration Income ETF
VNLA
$3.17B
| – | – |
-18,421
|
|
||
84
iShares MSCI EAFE Growth ETF
EFG
$15B
| – | – |
-2,600
|
|