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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
$359M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.1M
3
+$2.69M
4
SLB icon
SLB Ltd
SLB
+$2.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M

Top Sells

1
+$14M
2
+$8.94M
3
+$6.47M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$5.93M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.75M

Sector Composition

1 Technology 16.09%
2 Healthcare 9.02%
3 Industrials 7.25%
4 Materials 7.06%
5 Real Estate 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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131
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138
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139
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140
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141
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-64,264
142
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147
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