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
$494M
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.2M
3
+$9.66M
4
CRM icon
Salesforce
CRM
+$6.74M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.24M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$3.46M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.22M

Sector Composition

1 Technology 17.28%
2 Industrials 4.67%
3 Consumer Discretionary 3.13%
4 Materials 2.11%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.08%
1,745
+520
127
$398K 0.08%
10,882
128
$393K 0.08%
16,670
+262
129
$387K 0.08%
1,445
+30
130
$384K 0.08%
2,234
131
$373K 0.08%
+73,732
132
$360K 0.07%
3,324
-258
133
$347K 0.07%
3,687
134
$333K 0.07%
4,529
135
$333K 0.07%
8,409
-798
136
$330K 0.07%
1,194
-20
137
$329K 0.07%
5,317
-3,266
138
$328K 0.07%
6,694
-5,616
139
$321K 0.06%
+1,080
140
$318K 0.06%
1,900
141
$307K 0.06%
6,223
+794
142
$302K 0.06%
3,757
-156
143
$299K 0.06%
2,227
144
$299K 0.06%
5,408
-97
145
$294K 0.06%
2,114
+74
146
$289K 0.06%
4,682
+26
147
$283K 0.06%
10,988
-635
148
$282K 0.06%
6,262
-150
149
$268K 0.05%
4,924
-164
150
$254K 0.05%
19,905
-5,353
4 5
6
7 8