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
$2.29B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.81M
3
+$6.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.88M

Top Sells

1
+$6.27M
2
+$5.86M
3
+$5.82M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.16M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 0.67%
3 Consumer Staples 0.48%
4 Communication Services 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.22%
+54,084
52
$4.77M 0.21%
89,863
-903
53
$4.58M 0.2%
79,150
-3,536
54
$4.56M 0.2%
45,232
-5,082
55
$4.36M 0.19%
8,694
+534
56
$4.25M 0.19%
62,063
-949
57
$4.21M 0.18%
68,353
-2,216
58
$4.11M 0.18%
101,357
+2,237
59
$4.02M 0.18%
124,309
-1,854
60
$3.9M 0.17%
181,842
-2,547
61
$3.83M 0.17%
68,914
-2,807
62
$3.24M 0.14%
12,093
+345
63
$3.15M 0.14%
135,348
+20,747
64
$2.85M 0.12%
15,524
+2,722
65
$2.84M 0.12%
5,212
+775
66
$2.75M 0.12%
13,567
-781
67
$2.71M 0.12%
7,441
+88
68
$2.64M 0.12%
13,349
+728
69
$2.49M 0.11%
97,814
+890
70
$2.4M 0.11%
40,666
-250
71
$2.14M 0.09%
93,230
-1,764
72
$2.12M 0.09%
60,515
-969
73
$2.04M 0.09%
35,292
-31
74
$1.95M 0.09%
73,008
-996
75
$1.81M 0.08%
73,293
-390
1 2
3
4 5