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
$669M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M
2 +$3.46M
3 +$2.31M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.3M

Top Sells

1 +$6.43M
2 +$2.18M
3 +$1.95M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.66M
5
TAN icon
Invesco Solar ETF
TAN
+$1.61M

Sector Composition

1 Technology 7.64%
2 Industrials 3.55%
3 Consumer Discretionary 2.28%
4 Financials 0.67%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000