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
$5.19M
AUM Growth
-$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$70.9K
3
+$65.6K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$64.8K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$38.7K

Top Sells

1
+$10.1M
2
+$6.56M
3
+$5.45M
4
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$3.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.24M

Sector Composition

1 Technology 15.95%
2 Industrials 3.87%
3 Consumer Discretionary 3.02%
4 Materials 2.1%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.1K 0.5%
+44,190
52
$25.6K 0.49%
59,238
-23,930
53
$24.7K 0.48%
153,446
-2,698
54
$22.4K 0.43%
26,522
-830
55
$22.4K 0.43%
38,747
-107,824
56
$21.4K 0.41%
+33,000
57
$21.2K 0.41%
+9,898
58
$20.3K 0.39%
13,463
-356
59
$19.1K 0.37%
10,191
-61
60
$18.6K 0.36%
157,392
+672
61
$17.5K 0.34%
6,456
+102
62
$16.7K 0.32%
36,937
+852
63
$16.1K 0.31%
14,236
-99
64
$15.6K 0.3%
21,434
+127
65
$14.8K 0.29%
51,046
-6,450
66
$14.4K 0.28%
44,300
-5,200
67
$14.3K 0.28%
28,691
-688
68
$14.1K 0.27%
41,663
-826
69
$13.8K 0.27%
17,185
-387
70
$13.7K 0.26%
3,844
-125
71
$13.7K 0.26%
5,195
+6
72
$13.3K 0.26%
25,060
-546
73
$13.3K 0.26%
13,213
-285
74
$13.3K 0.26%
55,500
+6,000
75
$13.2K 0.25%
29,157
-633
1 2
3
4 5