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
$191M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.34M
3
+$8.32M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$7.18M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$1.13M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$314K
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$187K

Sector Composition

1 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.11%
+4,500
52
$152K 0.08%
+12,000
53
$122K 0.06%
+10,600
54
– –
-34,727
55
– –
-39,200
1 2
3