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
$629M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$47.5M
3
+$36.4M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$13.3M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$11.7M

Top Sells

1
+$91.5M
2
+$61.5M
3
+$8.03M
4
CLF icon
Cleveland-Cliffs
CLF
+$7.99M
5
CRM icon
Salesforce
CRM
+$7.97M

Sector Composition

1 Technology 7.3%
2 Industrials 2.61%
3 Consumer Discretionary 1.96%
4 Financials 0.84%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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