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
$2.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.23M
3
+$9.19M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.81M

Top Sells

1
+$6.22M
2
+$2.86M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.89M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M

Sector Composition

1 Technology 2.79%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.42%
4 Healthcare 0.27%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.02%
746
-418
152
$360K 0.02%
2,571
+566
153
$359K 0.02%
1,547
154
$348K 0.02%
6,474
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155
$339K 0.02%
3,790
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156
$336K 0.02%
1,760
+65
157
$335K 0.01%
1,899
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158
$328K 0.01%
3,925
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159
$327K 0.01%
7,802
+49
160
$321K 0.01%
576
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161
$312K 0.01%
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162
$306K 0.01%
4,957
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163
$302K 0.01%
3,422
-28
164
$300K 0.01%
2,476
-83
165
$296K 0.01%
1,390
+103
166
$289K 0.01%
3,260
167
$289K 0.01%
1,611
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168
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1,383
+49
169
$282K 0.01%
2,180
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170
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4,293
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171
$281K 0.01%
1,235
-41
172
$281K 0.01%
7,845
+150
173
$278K 0.01%
+809
174
$276K 0.01%
4,189
+190
175
$255K 0.01%
+2,520
5 6
7
8 9