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
$2.29B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.81M
3
+$6.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.88M

Top Sells

1
+$6.27M
2
+$5.86M
3
+$5.82M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.16M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 0.67%
3 Consumer Staples 0.48%
4 Communication Services 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$598K 0.03%
10,740
-62
127
$588K 0.03%
9,620
128
$585K 0.03%
1,873
+100
129
$583K 0.03%
4,683
+77
130
$568K 0.02%
5,517
+29
131
$564K 0.02%
3,287
-24
132
$562K 0.02%
3,065
133
$543K 0.02%
2,683
+14
134
$537K 0.02%
4,944
-256
135
$517K 0.02%
6,105
+1,311
136
$495K 0.02%
7,340
-200
137
$480K 0.02%
11,164
-229
138
$480K 0.02%
2,195
-131
139
$460K 0.02%
3,254
-150
140
$451K 0.02%
7,043
141
$446K 0.02%
1,750
+6
142
$444K 0.02%
15,856
-233
143
$440K 0.02%
2,679
144
$439K 0.02%
988
-128
145
$429K 0.02%
3,812
+66
146
$424K 0.02%
16,188
+36
147
$411K 0.02%
4,748
148
$405K 0.02%
5,390
-35
149
$400K 0.02%
1,524
+53
150
$383K 0.02%
1,547
4 5
6
7 8