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
$421M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.74M
3
+$5.56M
4
BANR icon
Banner Corp
BANR
+$3.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.18M

Top Sells

1
+$7.75M
2
+$3.84M
3
+$2.83M
4
MDXG icon
MiMedx Group
MDXG
+$2.78M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.43M

Sector Composition

1 Technology 16.56%
2 Healthcare 7.5%
3 Industrials 6.54%
4 Materials 5.31%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.55%
106,900
+83,300
52
$2.14M 0.51%
+92,027
53
$2.06M 0.49%
173,199
-233,605
54
$1.88M 0.45%
27,250
+20,000
55
$1.86M 0.44%
33,377
56
$1.82M 0.43%
516,983
-77,693
57
$1.78M 0.42%
33,111
+8,268
58
$1.71M 0.41%
+11,485
59
$1.65M 0.39%
10,021
+5,429
60
$1.58M 0.38%
34,000
61
$1.58M 0.38%
10,000
62
$1.56M 0.37%
25,477
-280
63
$1.55M 0.37%
12,395
+6,615
64
$1.51M 0.36%
+11,638
65
$1.49M 0.35%
48,400
66
$1.43M 0.34%
+15,012
67
$1.43M 0.34%
17,387
+5,564
68
$1.42M 0.34%
29,026
-4,823
69
$1.39M 0.33%
+39,494
70
$1.38M 0.33%
436,368
-67,111
71
$1.31M 0.31%
11,060
+7,740
72
$1.25M 0.3%
25,219
+12,654
73
$1.18M 0.28%
19,962
-1,384
74
$1.16M 0.28%
21,496
+3,029
75
$1.12M 0.27%
+8,593
1 2
3
4 5