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
$421M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.74M
3
+$5.56M
4
BANR icon
Banner Corp
BANR
+$3.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.18M

Top Sells

1
+$7.75M
2
+$3.84M
3
+$2.83M
4
MDXG icon
MiMedx Group
MDXG
+$2.78M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.43M

Sector Composition

1 Technology 16.56%
2 Healthcare 7.5%
3 Industrials 6.54%
4 Materials 5.31%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.07%
38,999
-4,635
27
$4.35M 1.03%
81,219
-30,213
28
$4.2M 1%
101,300
+1,300
29
$4.16M 0.99%
59,585
-5,235
30
$3.9M 0.93%
776,754
-90,651
31
$3.7M 0.88%
57,585
-5,160
32
$3.68M 0.87%
106,000
33
$3.51M 0.83%
122,450
-355
34
$3.42M 0.81%
100,544
-14,395
35
$3.36M 0.8%
69,900
+8,740
36
$3.28M 0.78%
49,725
-7,047
37
$3.25M 0.77%
+53,015
38
$3.18M 0.76%
+88,825
39
$3.1M 0.74%
+20,953
40
$2.79M 0.66%
37,222
+3,000
41
$2.75M 0.65%
48,129
-1,932
42
$2.72M 0.65%
115,700
43
$2.68M 0.64%
34,777
+46
44
$2.54M 0.6%
133,008
45
$2.53M 0.6%
44,517
-49,925
46
$2.48M 0.59%
37,200
47
$2.37M 0.56%
29,662
-975
48
$2.36M 0.56%
+51,403
49
$2.35M 0.56%
+61,119
50
$2.32M 0.55%
50,740
-7,175
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