MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
This Quarter Return
+2.51%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$359M
AUM Growth
+$359M
(-13%)
Cap. Flow
-$59.2M
Cap. Flow
% of AUM
-16.51%
Top 10 Holdings %
Top 10 Hldgs %
43.78%
Holding
147
New
16
Increased
36
Reduced
42
Closed
32
Top Buys
| 1 |
iShares Select U.S. REIT ETF
ICF
|
$4.57M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.09M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.71M |
| 4 |
iShares US Real Estate ETF
IYR
|
$2.44M |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
$2.43M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$14M |
| 2 |
SPDR S&P Metals & Mining ETF
XME
|
$8.94M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$6.55M |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
$5.93M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$3.83M |
Sector Composition
| 1 | Technology | 16.09% |
| 2 | Healthcare | 9.02% |
| 3 | Industrials | 7.25% |
| 4 | Materials | 7.06% |
| 5 | Real Estate | 4.12% |
