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
$519M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$3.88M
3
+$2.89M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.46M

Top Sells

1
+$8.61M
2
+$7.11M
3
+$3.93M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.77M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Sector Composition

1 Technology 18.34%
2 Industrials 4.48%
3 Consumer Discretionary 2.96%
4 Materials 2.8%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.1%
+19,801
127
$486K 0.09%
101,228
+27,496
128
$468K 0.09%
14,450
129
$462K 0.09%
3,702
-64
130
$458K 0.09%
6,659
+720
131
$457K 0.09%
24,519
+1,017
132
$442K 0.09%
3,416
133
$438K 0.08%
7,384
+1,976
134
$420K 0.08%
10,882
135
$405K 0.08%
1,853
+108
136
$393K 0.08%
5,304
-13
137
$385K 0.07%
16,768
+98
138
$376K 0.07%
1,772
-128
139
$366K 0.07%
1,080
140
$362K 0.07%
3,687
141
$359K 0.07%
1,088
-106
142
$354K 0.07%
2,398
+556
143
$350K 0.07%
4,529
144
$337K 0.06%
8,514
+105
145
$329K 0.06%
3,789
+32
146
$325K 0.06%
6,775
+552
147
$320K 0.06%
4,981
+766
148
$287K 0.06%
5,192
+268
149
$283K 0.05%
4,451
-231
150
$282K 0.05%
6,262
4 5
6
7 8