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
$126M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.3M
3
+$466K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$397K
5
MSTR icon
Strategy Inc
MSTR
+$385K

Top Sells

1
+$1.56M
2
+$623K
3
+$454K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$389K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$387K

Sector Composition

1 Technology 2.33%
2 Consumer Discretionary 1.27%
3 Communication Services 1.01%
4 Energy 0.41%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 8.1%
375,023
+11,258
2
$9.45M 7.47%
137,024
+42,102
3
$6.19M 4.9%
10,566
-281
4
$6.08M 4.81%
11,891
-12
5
$5.15M 4.07%
114,688
+10,384
6
$4.54M 3.59%
32,595
+913
7
$4.17M 3.3%
66,907
+20,942
8
$4.14M 3.28%
72,021
+5,789
9
$3.99M 3.16%
56,767
-22,263
10
$3.83M 3.03%
21,832
-513
11
$3.74M 2.96%
6,361
-772
12
$3.43M 2.71%
35,373
+3,242
13
$2.34M 1.85%
100,493
+8,690
14
$2.29M 1.81%
43,937
+3,810
15
$1.98M 1.57%
19,506
+2,050
16
$1.93M 1.52%
34,424
+3,038
17
$1.92M 1.52%
42,464
-8,596
18
$1.92M 1.52%
39,202
+3,803
19
$1.85M 1.46%
10,389
+991
20
$1.82M 1.44%
34,594
+2,763
21
$1.78M 1.41%
34,691
+3,684
22
$1.74M 1.38%
28,344
-13
23
$1.69M 1.33%
17,413
+2,824
24
$1.68M 1.33%
12,582
-55
25
$1.64M 1.3%
19,143
-196
1
2 3 4