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
$68.6M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$7.55M
3
+$5.92M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$5.76M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.23M

Top Sells

1
+$105M
2
+$8.52M
3
+$8.42M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.24M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$6.71M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 3.26%
3 Industrials 1.45%
4 Energy 1.01%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,976
52
– –
-1,232,153
53
– –
-45,600
54
– –
-31,021
55
– –
-3,141
56
– –
-4,391
57
– –
-14,606
1 2
3