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MWM

Merriman Wealth Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.07M
3
+$1.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.79M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.61M

Top Sells

1
+$12.8M
2
+$4.77M
3
+$4.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.18M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.98M

Sector Composition

1 Technology 18.74%
2 Healthcare 6.76%
3 Industrials 6.25%
4 Materials 5.62%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-88,825
177
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-2,864
178
– –
-27,574
179
– –
-2,301
180
– –
-4,958
181
– –
-4,053
182
– –
-11,638
183
– –
-2,825
184
– –
-5,500
185
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-40,555
186
– –
-39,494
187
– –
-29,662
188
– –
-19,648
189
– –
-34,000
190
– –
-15,012
4 5 6 7
8