MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
This Quarter Return
-1.36%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$178M
AUM Growth
+$178M
(+255%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
72.6%
Top 10 Holdings %
Top 10 Hldgs %
86.34%
Holding
48
New
22
Increased
6
Reduced
4
Closed
11
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$105M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.52M |
| 3 |
iShares MBS ETF
MBB
|
$8.42M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.24M |
| 5 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$6.71M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.73M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$7.36M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$6.35M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$6.34M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.66M |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Industrials | 0.54% |
| 4 | Financials | 0.39% |
| 5 | Energy | 0.37% |
