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
$2.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.23M
3
+$9.19M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.81M

Top Sells

1
+$6.22M
2
+$2.86M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.89M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M

Sector Composition

1 Technology 2.79%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.42%
4 Healthcare 0.27%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$566K 0.03%
9,620
127
$560K 0.02%
3,065
128
$535K 0.02%
2,669
-33
129
$532K 0.02%
2,326
+117
130
$527K 0.02%
11,933
+615
131
$524K 0.02%
2,713
+710
132
$504K 0.02%
1,773
+176
133
$492K 0.02%
1,744
+443
134
$487K 0.02%
11,393
135
$461K 0.02%
3,480
+980
136
$458K 0.02%
754
+121
137
$454K 0.02%
2,679
138
$446K 0.02%
16,089
+1,506
139
$445K 0.02%
+1,116
140
$443K 0.02%
9,715
+475
141
$434K 0.02%
16,152
+3,138
142
$433K 0.02%
+7,043
143
$428K 0.02%
3,404
-272
144
$427K 0.02%
5,425
+422
145
$427K 0.02%
4,748
146
$415K 0.02%
4,794
-1,101
147
$414K 0.02%
3,746
-7
148
$411K 0.02%
10,194
+670
149
$411K 0.02%
1,471
+83
150
$373K 0.02%
3,052
-1,242
4 5
6
7 8