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
$494M
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.2M
3
+$9.66M
4
CRM icon
Salesforce
CRM
+$6.74M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.24M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$3.46M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.22M

Sector Composition

1 Technology 17.28%
2 Industrials 4.67%
3 Consumer Discretionary 3.13%
4 Materials 2.11%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.51%
92,700
+41,654
52
$2.47M 0.5%
44,004
-4,907
53
$2.41M 0.49%
151,140
-2,306
54
$2.27M 0.46%
25,677
-845
55
$2.06M 0.42%
+9,924
56
$1.98M 0.4%
+38,500
57
$1.98M 0.4%
+32,000
58
$1.96M 0.4%
12,983
-480
59
$1.86M 0.38%
157,398
+6
60
$1.71M 0.35%
4,488
+644
61
$1.69M 0.34%
51,180
-74,293
62
$1.68M 0.34%
6,174
-282
63
$1.61M 0.33%
5,584
+389
64
$1.56M 0.32%
13,700
-536
65
$1.5M 0.3%
20,536
-898
66
$1.45M 0.29%
20,473
+3,910
67
$1.44M 0.29%
27,831
-860
68
$1.38M 0.28%
10,000
69
$1.35M 0.27%
16,700
-485
70
$1.33M 0.27%
7,286
-2,905
71
$1.3M 0.26%
28,378
-779
72
$1.28M 0.26%
40,636
-1,027
73
$1.28M 0.26%
24,390
-670
74
$1.25M 0.25%
31,052
75
$1.25M 0.25%
49,552
-1,272
1 2
3
4 5