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
$379M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.11M
3
+$7.48M
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$7.19M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$6.48M

Top Sells

1
+$8.77M
2
+$7.75M
3
+$7.07M
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$6.88M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$6.42M

Sector Composition

1 Technology 20.89%
2 Healthcare 6.88%
3 Industrials 5.8%
4 Materials 5.06%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$284K 0.07%
1,594
+20
152
$282K 0.07%
1,316
+15
153
$280K 0.07%
5,781
+121
154
$279K 0.07%
+3,628
155
$278K 0.07%
2,327
+390
156
$277K 0.07%
+4,384
157
$271K 0.07%
+10,247
158
$270K 0.07%
2,101
+17
159
$265K 0.07%
+6,307
160
$264K 0.07%
5,088
-1,739
161
$258K 0.07%
+13,700
162
$252K 0.07%
2,395
163
$251K 0.07%
2,276
+112
164
$246K 0.06%
+4,205
165
$240K 0.06%
+9,614
166
$239K 0.06%
+4,200
167
$235K 0.06%
4,200
-1,800
168
$233K 0.06%
7,842
+300
169
$229K 0.06%
+9,915
170
$217K 0.06%
+3,528
171
$211K 0.06%
+4,957
172
$210K 0.06%
1,780
173
$201K 0.05%
7,831
-350
174
$200K 0.05%
+1,220
175
$193K 0.05%
13,051
5 6
7
8 9