We are live on ! Find out more
MWM

Merriman Wealth Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$8.1M
3
+$6.83M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$5.98M
5
HNI icon
HNI Corp
HNI
+$4.74M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.6M
4
MBB icon
iShares MBS ETF
MBB
+$9.51M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.22M

Sector Composition

1 Technology 13.1%
2 Materials 10.25%
3 Healthcare 8.63%
4 Industrials 8.35%
5 Real Estate 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-141,575
127
– –
-149,177
128
– –
-82,030
129
– –
-27,515
130
– –
-2,636
131
– –
-27,205
132
– –
-210,412
133
– –
-104,217
134
– –
-257,100
135
– –
-71,623
136
– –
-291,195
137
– –
-87,840
138
– –
-11,874
139
– –
-19,100
140
– –
-84,453
141
– –
-17,030
142
– –
-7,500
143
– –
-17,300
144
– –
-24,300
145
– –
-83,164
146
– –
-162,741
147
– –
-5,521
148
– –
-10,000
149
– –
-48,560
150
– –
-26,057
4 5
6
7 8