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
$410M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.24M
3
+$1.93M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.87M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.63M

Top Sells

1
+$13.1M
2
+$4.53M
3
+$4.46M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.18M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.02M

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
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177
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179
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180
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181
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-34,000
182
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-15,012
183
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184
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185
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186
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188
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-2,825
189
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190
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4 5 6 7
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