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
$379M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.11M
3
+$7.48M
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$7.19M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$6.48M

Top Sells

1
+$8.77M
2
+$7.75M
3
+$7.07M
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$6.88M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$6.42M

Sector Composition

1 Technology 20.89%
2 Healthcare 6.88%
3 Industrials 5.8%
4 Materials 5.06%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.44%
24,476
-634
52
$1.64M 0.43%
+53,514
53
$1.53M 0.4%
34,114
54
$1.53M 0.4%
+22,287
55
$1.52M 0.4%
66,830
+20,480
56
$1.51M 0.4%
+18,824
57
$1.5M 0.39%
+39,820
58
$1.47M 0.39%
+30,515
59
$1.46M 0.39%
10,000
60
$1.44M 0.38%
10,563
+359
61
$1.44M 0.38%
17,551
-26
62
$1.42M 0.38%
19,088
+2,115
63
$1.31M 0.35%
6,062
-5,283
64
$1.29M 0.34%
+27,325
65
$1.29M 0.34%
18,750
+5,610
66
$1.27M 0.34%
+53,055
67
$1.24M 0.33%
18,992
+4,254
68
$1.21M 0.32%
+27,307
69
$1.19M 0.31%
17,943
-890
70
$1.18M 0.31%
364,945
-104,396
71
$1.18M 0.31%
+11,880
72
$1.18M 0.31%
19,418
-15,062
73
$1.16M 0.31%
+207,801
74
$1.12M 0.29%
160,158
+4,273
75
$1.1M 0.29%
4,570
+5
1 2
3
4 5