MWM

Merriman Wealth Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$117M
3
+$101M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$13.6M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$9.56M

Top Sells

1
+$115M
2
+$110M
3
+$19.9M
4
MSFT icon
Microsoft
MSFT
+$18.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.73M

Sector Composition

1 Materials 7.79%
2 Technology 6.02%
3 Industrials 2.34%
4 Consumer Discretionary 1.38%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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