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
$127M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$726K
3
+$713K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$647K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$616K

Top Sells

1
+$840K
2
+$556K
3
+$143K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$63.1K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.09%
3 Communication Services 0.89%
4 Energy 0.45%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 8.09%
363,765
+21,858
2
$6.41M 5.06%
94,922
+10,752
3
$6.22M 4.91%
10,847
-144
4
$6.17M 4.87%
79,030
+6,952
5
$5.81M 4.58%
11,903
-122
6
$4.88M 3.85%
104,304
+15,250
7
$4.18M 3.3%
31,682
+2,559
8
$4.11M 3.25%
7,133
-1,457
9
$4M 3.16%
22,345
-299
10
$3.94M 3.11%
66,232
+6,731
11
$3.81M 3.01%
3,140
+2,428
12
$3.25M 2.57%
32,131
+4,640
13
$2.86M 2.26%
45,965
+3,853
14
$2.41M 1.9%
51,060
+13,731
15
$2.3M 1.82%
40,127
+11
16
$2.11M 1.67%
91,803
+15,918
17
$2.04M 1.61%
31,386
+2,522
18
$1.89M 1.49%
19,717
+544
19
$1.83M 1.45%
28,223
+2,875
20
$1.83M 1.45%
31,831
+8,960
21
$1.78M 1.4%
28,357
+1,153
22
$1.74M 1.37%
35,399
+5,722
23
$1.7M 1.34%
19,339
+2,199
24
$1.69M 1.33%
12,637
+1,435
25
$1.69M 1.33%
9,398
+1,500
1
2 3 4