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
$494M
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.2M
3
+$9.66M
4
CRM icon
Salesforce
CRM
+$6.74M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.24M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$3.46M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.22M

Sector Composition

1 Technology 17.28%
2 Industrials 4.67%
3 Consumer Discretionary 3.13%
4 Materials 2.11%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$707K 0.14%
24,728
-811
102
$698K 0.14%
5,934
+197
103
$686K 0.14%
34,200
104
$645K 0.13%
22,861
+3,632
105
$612K 0.12%
5,400
106
$608K 0.12%
4,888
-124
107
$608K 0.12%
25,542
+162
108
$590K 0.12%
2,406
+134
109
$572K 0.12%
4,900
110
$561K 0.11%
4,301
-27
111
$558K 0.11%
10,058
112
$546K 0.11%
4,257
-5
113
$533K 0.11%
2,992
+100
114
$524K 0.11%
15,358
+7,891
115
$518K 0.1%
2,414
-98
116
$511K 0.1%
15,700
-14,300
117
$510K 0.1%
+9,100
118
$494K 0.1%
4,570
119
$459K 0.09%
8,568
120
$450K 0.09%
3,766
+24
121
$444K 0.09%
1,260
-140
122
$438K 0.09%
23,502
123
$438K 0.09%
15,012
+30
124
$437K 0.09%
5,939
+2,926
125
$410K 0.08%
3,416
3 4
5
6 7