MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
This Quarter Return
+1.83%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$355M
AUM Growth
+$355M
(+230%)
Cap. Flow
+$245M
Cap. Flow
% of AUM
69.08%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
118
New
68
Increased
16
Reduced
16
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
$45.2M |
| 2 |
Amgen
AMGN
|
$24.5M |
| 3 |
United Parcel Service
UPS
|
$14.9M |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$13.5M |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$12.1M |
Top Sells
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Healthcare | 8.64% |
| 3 | Industrials | 7.85% |
| 4 | Real Estate | 4.33% |
| 5 | Financials | 3.82% |
