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
HIMU
201
iShares High Yield Muni Active ETF
HIMU
$2.23B
$14.9K 0.01%
+311
JEPQ icon
202
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$14.3K 0.01%
+257
BIV icon
203
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$13.4K 0.01%
+173
VZ icon
204
Verizon
VZ
$195B
$13.3K 0.01%
+265
IGLD icon
205
FT Vest Gold Strategy Target Income ETF
IGLD
$563M
$13K 0.01%
+511
BIL icon
206
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
$13K 0.01%
+142
ARKG icon
207
ARK Genomic Revolution ETF
ARKG
$1.28B
$12.7K 0.01%
+481
IPO icon
208
Renaissance IPO ETF
IPO
$165M
$12.7K 0.01%
+302
BSV icon
209
Vanguard Short-Term Bond ETF
BSV
$44.4B
$12K 0.01%
+154
JBBB icon
210
Janus Henderson B-BBB CLO ETF
JBBB
$1.2B
$12K 0.01%
+257
IJR icon
211
iShares Core S&P Small-Cap ETF
IJR
$103B
$11.9K 0.01%
+95
VEU icon
212
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$11.3K 0.01%
+151
PCAR icon
213
PACCAR
PCAR
$59.4B
$11.3K 0.01%
+98
ACN icon
214
Accenture
ACN
$109B
$11.2K 0.01%
+57
SKYY icon
215
First Trust Cloud Computing ETF
SKYY
$3.12B
$11.2K 0.01%
+102
LGOV icon
216
First Trust Long Duration Opportunities ETF
LGOV
$661M
$11K 0.01%
+512
ABT icon
217
Abbott
ABT
$152B
$11K 0.01%
+107
O icon
218
Realty Income
O
$55.7B
$11K 0.01%
+179
BAC icon
219
Bank of America
BAC
$372B
$10.8K 0.01%
+222
NEAR icon
220
iShares Short Maturity Bond ETF
NEAR
$4.53B
$10.1K 0.01%
+199
FISR icon
221
State Street Fixed Income Sector Rotation ETF
FISR
$477M
$9.45K 0.01%
+367
IWB icon
222
iShares Russell 1000 ETF
IWB
$48.8B
$9.37K 0.01%
+26
CALF icon
223
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.52B
$9.23K 0.01%
+206
TXN icon
224
Texas Instruments
TXN
$281B
$8.91K 0.01%
+46
FDEM icon
225
Fidelity Emerging Markets Multifactor ETF
FDEM
$573M
$8.86K 0.01%
+280