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
$235M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9M
3
+$8.93M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$7M
2
+$5.84M
3
+$2.45M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.61M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$807K

Sector Composition

1 Technology 0.55%
2 Financials 0.16%
3 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.24%
5,423
+652
52
$532K 0.23%
23,000
+14,287
53
$530K 0.23%
23,088
+12,488
54
$509K 0.22%
+10,900
55
$422K 0.18%
+20,000
56
$418K 0.18%
+8,400
57
$415K 0.18%
8,950
-7,400
58
$409K 0.17%
+10,650
59
$392K 0.17%
+56,699
60
$374K 0.16%
9,000
+4,500
61
$356K 0.15%
+20,000
62
$338K 0.14%
+17,073
63
$321K 0.14%
+10,600
64
$317K 0.13%
+4,000
65
$317K 0.13%
+26,800
66
$298K 0.13%
+16,435
67
$296K 0.13%
+16,490
68
$279K 0.12%
+23,333
69
$270K 0.11%
+18,753
70
$269K 0.11%
21,500
+9,500
71
$259K 0.11%
+22,000
72
$247K 0.1%
+21,897
73
$243K 0.1%
+6,400
74
$219K 0.09%
+12,340
75
$216K 0.09%
+10,200
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