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
$421M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.74M
3
+$5.56M
4
BANR icon
Banner Corp
BANR
+$3.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.18M

Top Sells

1
+$7.75M
2
+$3.84M
3
+$2.83M
4
MDXG icon
MiMedx Group
MDXG
+$2.78M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.43M

Sector Composition

1 Technology 16.56%
2 Healthcare 7.5%
3 Industrials 6.54%
4 Materials 5.31%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$558K 0.13%
4,745
+2,658
102
$551K 0.13%
14,461
+500
103
$549K 0.13%
21,659
+1,062
104
$533K 0.13%
10,940
+620
105
$517K 0.12%
7,548
-124
106
$511K 0.12%
20,600
107
$505K 0.12%
113,080
+22,040
108
$493K 0.12%
19,600
109
$477K 0.11%
15,000
-1,700
110
$466K 0.11%
+6,713
111
$455K 0.11%
+5,001
112
$436K 0.1%
+6,868
113
$421K 0.1%
+4,446
114
$416K 0.1%
5,200
115
$412K 0.1%
1,926
+6
116
$382K 0.09%
+8,520
117
$377K 0.09%
+3,823
118
$361K 0.09%
+11,322
119
$360K 0.09%
1,517
+117
120
$357K 0.08%
+4,156
121
$352K 0.08%
3,689
+1,368
122
$337K 0.08%
4,053
+830
123
$330K 0.08%
8,750
124
$327K 0.08%
+1,863
125
$319K 0.08%
+9,404
3 4
5
6 7