MWA
Merkkuri Wealth Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+5.05%
1 Year Return
+10.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+17%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
9.39%
Top 10 Holdings %
Top 10 Hldgs %
44.17%
Holding
83
New
4
Increased
61
Reduced
15
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.95M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$726K |
| 3 |
Fidelity Total Bond ETF
FBND
|
$713K |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$647K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$616K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$840K |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$556K |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$143K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$82.6K |
| 5 |
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% |
