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
$469M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$6.72M
3
+$5.01M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.13M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.07M

Top Sells

1
+$14.9M
2
+$7.86M
3
+$4.28M
4
IXC icon
iShares Global Energy ETF
IXC
+$3.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.16M

Sector Composition

1 Technology 18.04%
2 Healthcare 6.64%
3 Industrials 5.06%
4 Materials 4.4%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.08%
6,019
+100
127
$360K 0.08%
20,296
-4,842
128
$355K 0.08%
1,716
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129
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130
$352K 0.08%
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131
$348K 0.07%
10,934
132
$348K 0.07%
4,529
133
$342K 0.07%
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134
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135
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3,687
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136
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137
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138
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139
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140
$314K 0.07%
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144
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146
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147
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7,922
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148
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6,015
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149
$271K 0.06%
4,007
-487
150
$264K 0.06%
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4 5
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