MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.98M
3
+$5.76M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.39M
5
IEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.86M 8.15%
+341,907
2
$5.98M 5.5%
+10,991
3
$5.76M 5.3%
+12,025
4
$5.39M 4.96%
+84,170
5
$5.24M 4.82%
+72,078
6
$4.7M 4.33%
+8,590
7
$4M 3.68%
+89,054
8
$3.72M 3.42%
+22,644
9
$3.71M 3.42%
+29,123
10
$3.37M 3.1%
+59,501
11
$2.67M 2.46%
+27,491
12
$2.46M 2.27%
+42,112
13
$2.15M 1.98%
+40,116
14
$1.74M 1.6%
+28,864
15
$1.72M 1.58%
+19,173
16
$1.71M 1.57%
+14,298
17
$1.71M 1.57%
+75,885
18
$1.69M 1.55%
+37,329
19
$1.57M 1.44%
+27,204
20
$1.56M 1.44%
+17,140
21
$1.55M 1.43%
+25,348
22
$1.51M 1.39%
+14,741
23
$1.44M 1.33%
+29,677
24
$1.38M 1.27%
+7,164
25
$1.38M 1.27%
+15,673
1
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