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
$5.19M
AUM Growth
-$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$70.9K
3
+$65.6K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$64.8K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$38.7K

Top Sells

1
+$10.1M
2
+$6.56M
3
+$5.45M
4
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$3.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.24M

Sector Composition

1 Technology 15.95%
2 Industrials 3.87%
3 Consumer Discretionary 3.02%
4 Materials 2.1%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.97K 0.06%
2,227
-100
152
$2.92K 0.06%
5,505
+9
153
$2.79K 0.05%
3,553
-95
154
$2.74K 0.05%
+6,412
155
$2.73K 0.05%
2,040
+128
156
$2.72K 0.05%
21,584
-6,000
157
$2.68K 0.05%
1,837
-23
158
$2.67K 0.05%
15,881
159
$2.63K 0.05%
5,088
+270
160
$2.58K 0.05%
1,225
+78
161
$2.55K 0.05%
4,656
+284
162
$2.51K 0.05%
11,623
163
$2.31K 0.04%
7,350
-200
164
$2.3K 0.04%
2,268
165
$2.27K 0.04%
6,242
166
$2.21K 0.04%
1,620
+100
167
$2.2K 0.04%
18,000
-4,000
168
$2.2K 0.04%
2,894
169
$2.18K 0.04%
6,932
170
$2.18K 0.04%
5,536
+200
171
$2.17K 0.04%
3,013
+16
172
$2.16K 0.04%
+1,593
173
$2.15K 0.04%
16,889
174
$2.15K 0.04%
+3,480
175
$2.11K 0.04%
8,092
5 6
7
8 9