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
$5.19M
AUM Growth
-$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$70.9K
3
+$65.6K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$64.8K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$38.7K

Top Sells

1
+$10.1M
2
+$6.56M
3
+$5.45M
4
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$3.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.24M

Sector Composition

1 Technology 15.95%
2 Industrials 3.87%
3 Consumer Discretionary 3.02%
4 Materials 2.1%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.1K 0.1%
19,229
+6,179
127
$4.97K 0.1%
1,400
+1
128
$4.96K 0.1%
+4,570
129
$4.54K 0.09%
8,568
+614
130
$4.41K 0.08%
14,982
131
$4.35K 0.08%
8,583
132
$4.34K 0.08%
3,742
-242
133
$4.23K 0.08%
23,502
+1,029
134
$4.12K 0.08%
3,416
135
$3.89K 0.08%
10,882
+100
136
$3.89K 0.07%
2,234
137
$3.84K 0.07%
3,582
+86
138
$3.73K 0.07%
27,000
+8,000
139
$3.65K 0.07%
1,214
-2,631
140
$3.64K 0.07%
16,408
+4,196
141
$3.5K 0.07%
3,687
-1
142
$3.4K 0.07%
9,207
-957
143
$3.36K 0.06%
4,529
144
$3.33K 0.06%
1,900
-100
145
$3.18K 0.06%
25,258
146
$3.16K 0.06%
3,913
-7
147
$3.14K 0.06%
24,040
148
$3.1K 0.06%
7,467
+186
149
$3.02K 0.06%
23,000
150
$2.97K 0.06%
5,429
-109
4 5
6
7 8