MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+1.67%
1 Year Return
+10.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.86M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.98M |
| 3 |
Invesco QQQ Trust
QQQ
|
$5.76M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.39M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Consumer Discretionary | 1.27% |
| 3 | Communication Services | 1.09% |
| 4 | Energy | 0.51% |
