MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.12M
3
+$621K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$536K

Top Sells

1
+$1.4M
2
+$941K
3
+$880K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$877K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$723K

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.58%
4 Energy 0.4%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 12.46%
219,293
+19,684
2
$9.18M 6.66%
336,336
-15,928
3
$6.88M 4.99%
41,829
+686
4
$5.52M 4%
119,301
+9,050
5
$5.19M 3.77%
79,530
+233
6
$5.13M 3.72%
89,874
+5,517
7
$4.69M 3.4%
7,813
-1,002
8
$4.51M 3.28%
51,711
+2,048
9
$3.92M 2.84%
5,878
-951
10
$3.67M 2.66%
36,623
+3,327
11
$3.17M 2.3%
53,545
+9,444
12
$2.86M 2.08%
15,092
-2,687
13
$2.71M 1.97%
51,890
+4,870
14
$2.57M 1.87%
108,601
+9,758
15
$2.52M 1.83%
20,913
+575
16
$2.48M 1.8%
12,774
-2,663
17
$2.4M 1.74%
79,180
+1,666
18
$2.28M 1.65%
39,560
+20,545
19
$2.11M 1.53%
31,143
-13,363
20
$2.07M 1.5%
10,014
+213
21
$2.06M 1.49%
63,568
+4,802
22
$1.94M 1.41%
34,074
+1,640
23
$1.89M 1.37%
12,981
+1,055
24
$1.88M 1.36%
31,945
+2,925
25
$1.85M 1.35%
41,504
+4,040
1
2 3 4