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
$519M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$3.88M
3
+$2.89M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.46M

Top Sells

1
+$8.61M
2
+$7.11M
3
+$3.93M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.77M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Sector Composition

1 Technology 18.34%
2 Industrials 4.48%
3 Consumer Discretionary 2.96%
4 Materials 2.8%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.05%
+3,088
152
$272K 0.05%
+11,145
153
$269K 0.05%
5,486
-1,208
154
$266K 0.05%
2,075
-39
155
$262K 0.05%
3,353
156
$257K 0.05%
2,392
+137
157
$251K 0.05%
19,905
158
$251K 0.05%
1,839
+318
159
$250K 0.05%
14,103
-1,128
160
$246K 0.05%
2,271
+44
161
$242K 0.05%
+1,366
162
$234K 0.05%
8,088
-2,900
163
$232K 0.04%
5,711
+14
164
$230K 0.04%
16,000
165
$224K 0.04%
5,468
-1,464
166
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3,452
-210
167
$214K 0.04%
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168
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15,500
169
$208K 0.04%
26,017
170
$206K 0.04%
7,396
171
$200K 0.04%
+6,018
172
$176K 0.03%
21,000
-1,000
173
$172K 0.03%
13,056
174
$150K 0.03%
10,743
175
$135K 0.03%
2,429
-372
4 5 6
7
8