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
76
$1.65M 0.07%
28,411
+11,480
77
$1.52M 0.07%
34,678
+2,739
78
$1.51M 0.07%
9,355
+1,101
79
$1.43M 0.06%
2,844
+252
80
$1.38M 0.06%
36,516
-721
81
$1.37M 0.06%
22,061
82
$1.36M 0.06%
23,135
-1,599
83
$1.32M 0.06%
17,212
+2,230
84
$1.29M 0.06%
7,055
+1,077
85
$1.22M 0.05%
+2
86
$1.2M 0.05%
7,304
-69
87
$1.18M 0.05%
15,752
-77,443
88
$1.18M 0.05%
17,382
-352
89
$1.15M 0.05%
20,208
-1,593
90
$1.14M 0.05%
23,111
-237
91
$1.13M 0.05%
9,792
-268
92
$1.1M 0.05%
22,078
-310
93
$1.09M 0.05%
13,994
-227
94
$1.01M 0.04%
1,123
95
$997K 0.04%
8,391
-363
96
$958K 0.04%
19,733
+4,180
97
$918K 0.04%
3,670
+29
98
$909K 0.04%
6,217
+42
99
$902K 0.04%
4,574
100
$879K 0.04%
14,986
+149
2 3
4
5 6