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
$519M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$3.88M
3
+$2.89M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.46M

Top Sells

1
+$8.61M
2
+$7.11M
3
+$3.93M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.77M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Sector Composition

1 Technology 18.34%
2 Industrials 4.48%
3 Consumer Discretionary 2.96%
4 Materials 2.8%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.46%
11,886
+4,600
52
$2.35M 0.45%
26,760
+1,083
53
$2.16M 0.42%
13,213
+230
54
$2.14M 0.41%
32,000
55
$2.14M 0.41%
38,500
56
$2.12M 0.41%
9,337
-587
57
$2.05M 0.39%
+22,500
58
$2.02M 0.39%
157,428
+30
59
$2M 0.39%
65,000
-51,485
60
$1.92M 0.37%
114,094
-37,046
61
$1.62M 0.31%
5,509
-75
62
$1.59M 0.31%
4,868
+380
63
$1.55M 0.3%
20,819
+283
64
$1.51M 0.29%
10,986
+2,004
65
$1.5M 0.29%
10,000
66
$1.42M 0.27%
+45,950
67
$1.4M 0.27%
20,020
-453
68
$1.39M 0.27%
4,691
-1,483
69
$1.34M 0.26%
46,366
+23,505
70
$1.34M 0.26%
39,449
-11,731
71
$1.32M 0.26%
24,659
+1,328
72
$1.31M 0.25%
4,077
-26,747
73
$1.31M 0.25%
27,393
-985
74
$1.29M 0.25%
28,288
+1,820
75
$1.28M 0.25%
+31,461
1 2
3
4 5