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
76
$1.28M 0.25%
29,250
-852
77
$1.25M 0.24%
+10,466
78
$1.23M 0.24%
+96,441
79
$1.22M 0.24%
25,795
80
$1.21M 0.23%
18,480
+4,965
81
$1.19M 0.23%
47,500
82
$1.16M 0.22%
39,300
-183
83
$1.15M 0.22%
27,400
84
$1.15M 0.22%
38,415
85
$1.14M 0.22%
7,835
+94
86
$1.14M 0.22%
22,563
-577
87
$1.13M 0.22%
16,200
88
$1.13M 0.22%
9,872
-3,828
89
$1.08M 0.21%
36,500
-56,200
90
$1.08M 0.21%
16,800
+7,700
91
$1.06M 0.2%
+9,555
92
$1.06M 0.2%
10,451
-1,886
93
$1.05M 0.2%
29,300
+13,600
94
$1.03M 0.2%
17,215
+213
95
$1.03M 0.2%
15,380
-840
96
$1.03M 0.2%
16,761
-945
97
$1.02M 0.2%
+30,000
98
$933K 0.18%
+30,000
99
$885K 0.17%
7,381
+226
100
$880K 0.17%
6,314
+380
2 3
4
5 6