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
$486M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.82M
3
+$7.85M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.85M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.74M

Top Sells

1
+$6.4M
2
+$5.41M
3
+$3.22M
4
HRI icon
Herc Holdings
HRI
+$2.47M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.16M

Sector Composition

1 Technology 13.18%
2 Healthcare 7%
3 Industrials 5.85%
4 Energy 2.65%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.62%
+71,623
52
$2.96M 0.61%
103,900
+1,800
53
$2.91M 0.6%
210,412
+54,426
54
$2.72M 0.56%
22,274
+7,462
55
$2.69M 0.55%
68,669
-551
56
$2.6M 0.53%
40,990
-10,620
57
$2.56M 0.53%
80,168
-842
58
$2.56M 0.53%
83,164
-5,049
59
$2.5M 0.51%
37,600
+600
60
$2.33M 0.48%
+49,200
61
$2.26M 0.47%
+64,822
62
$2.22M 0.46%
53,100
+20
63
$2.13M 0.44%
26,895
+12,502
64
$2.1M 0.43%
82,560
-218
65
$2.1M 0.43%
49,571
-9,074
66
$2.05M 0.42%
9,425
-836
67
$1.94M 0.4%
36,919
-330
68
$1.91M 0.39%
29,841
-2,630
69
$1.63M 0.34%
24,270
-1,390
70
$1.51M 0.31%
630,920
-39,302
71
$1.48M 0.31%
28,256
-746
72
$1.46M 0.3%
+81,188
73
$1.42M 0.29%
34,193
-790
74
$1.42M 0.29%
61,363
-4,955
75
$1.41M 0.29%
+22,628
1 2
3
4 5