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
$151M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.26M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$866K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$852K

Top Sells

1
+$2.17M
2
+$1.57M
3
+$1.46M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$870K
5
ARCC icon
Ares Capital
ARCC
+$669K

Sector Composition

1 Consumer Discretionary 1.16%
2 Technology 1.07%
3 Communication Services 0.81%
4 Energy 0.56%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
126
Caterpillar
CAT
$427B
$55.9K 0.04%
+79
IHI icon
127
iShares US Medical Devices ETF
IHI
$2.97B
$52.9K 0.04%
+992
FCVT icon
128
First Trust SSI Strategic Convertible Securities ETF
FCVT
$124M
$52.5K 0.03%
+1,188
KO icon
129
Coca-Cola
KO
$339B
$49.7K 0.03%
+653
ISCG icon
130
iShares Morningstar Small-Cap Growth ETF
ISCG
$982M
$49.2K 0.03%
+899
TGT icon
131
Target
TGT
$56.7B
$47.5K 0.03%
+392
EEMV icon
132
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.69B
$46.8K 0.03%
+723
BRK.B icon
133
Berkshire Hathaway Class B
BRK.B
$1.03T
$46.2K 0.03%
+96
FPXI icon
134
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$218M
$45.9K 0.03%
+743
XME icon
135
State Street SPDR S&P Metals & Mining ETF
XME
$5.39B
$44.1K 0.03%
+409
TMUS icon
136
T-Mobile US
TMUS
$196B
$44.1K 0.03%
+210
SCHY icon
137
Schwab International Dividend Equity ETF
SCHY
$2.25B
$43.7K 0.03%
+1,380
MCD icon
138
McDonald's
MCD
$194B
$42.9K 0.03%
+138
HCA icon
139
HCA Healthcare
HCA
$80.6B
$42.6K 0.03%
+90
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$37.8B
$42.1K 0.03%
+287
USMV icon
141
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$41.8K 0.03%
+451
BUFR icon
142
FT Vest Fund of Buffer ETFs
BUFR
$9.59B
$41.4K 0.03%
+1,225
NIO icon
143
NIO
NIO
$14.4B
$40.7K 0.03%
+6,754
MA icon
144
Mastercard
MA
$417B
$40.6K 0.03%
+81
FEMB icon
145
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$352M
$39.5K 0.03%
+1,375
EWT icon
146
iShares MSCI Taiwan ETF
EWT
$11.2B
$39.2K 0.03%
+552
GCOW icon
147
Pacer Global Cash Cows Dividend ETF
GCOW
$3.34B
$39.1K 0.03%
+846
ITOT icon
148
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$37.8K 0.03%
+265
SHY icon
149
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$37.7K 0.02%
+456
TLH icon
150
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
$37.2K 0.02%
+369
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