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
$98.1M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.59M
3
+$4.87M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.88M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.7M

Top Sells

1
+$3.06M
2
+$1.56M
3
+$857K
4
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$548K
5
ASHS icon
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF
ASHS
+$445K

Sector Composition

1 Technology 2.95%
2 Consumer Discretionary 1.36%
3 Industrials 1.31%
4 Energy 1.29%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-57,616
52
– –
-6,886
53
– –
-2,258
54
– –
-26,000
55
– –
-3,299
56
– –
-30,202
57
– –
-12,300
1 2
3