MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
This Quarter Return
+4.87%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$235M
AUM Growth
+$235M
(+23%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
14.47%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
94
New
41
Increased
16
Reduced
25
Closed
8
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.93M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$4.96M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.6M |
Top Sells
Sector Composition
| 1 | Technology | 0.55% |
| 2 | Financials | 0.16% |
| 3 | Materials | 0.01% |
