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
$486M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.82M
3
+$7.85M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.85M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.74M

Top Sells

1
+$6.4M
2
+$5.41M
3
+$3.22M
4
HRI icon
Herc Holdings
HRI
+$2.47M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.16M

Sector Composition

1 Technology 13.18%
2 Healthcare 7%
3 Industrials 5.85%
4 Energy 2.65%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-121,700
152
– –
-950
153
– –
-1
3 4 5 6
7