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
126
$311K 0.07%
2,158
+19
127
$307K 0.07%
+6,246
128
$295K 0.07%
+2,365
129
$286K 0.07%
+12,570
130
$283K 0.07%
+2,395
131
$282K 0.07%
+1,630
132
$276K 0.07%
+4,521
133
$273K 0.06%
+10,981
134
$270K 0.06%
3,306
-2,379
135
$265K 0.06%
5,618
136
$261K 0.06%
+2,301
137
$261K 0.06%
+4,958
138
$249K 0.06%
1,589
139
$248K 0.06%
+2,763
140
$244K 0.06%
+1,492
141
$243K 0.06%
6,225
-741
142
$242K 0.06%
+10,550
143
$238K 0.06%
3,713
-48
144
$235K 0.06%
+5,500
145
$224K 0.05%
+4,065
146
$220K 0.05%
+11,284
147
$219K 0.05%
+3,443
148
$213K 0.05%
+2,864
149
$208K 0.05%
+3,483
150
$203K 0.05%
+5,271
3 4 5
6
7