MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
1-Year Return
13.66%
This Quarter Return
-13.89%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$1.42B
AUM Growth
+$205M
(+17%)
Cap. Flow
+$369M
Cap. Flow
% of AUM
25.94%
Top 10 Holdings %
Top 10 Hldgs %
73.94%
Holding
212
New
18
Increased
65
Reduced
63
Closed
47
Top Buys
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$133M |
| 2 |
United Parcel Service
UPS
|
$21.8M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$14.4M |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$13.3M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$12.7M |
Sector Composition
| 1 | Technology | 3.7% |
| 2 | Consumer Discretionary | 0.83% |
| 3 | Energy | 0.47% |
| 4 | Consumer Staples | 0.35% |
| 5 | Healthcare | 0.28% |
