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
$1.42B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$140M
3
+$130M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$129M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$79.6M

Top Sells

1
+$143M
2
+$21.8M
3
+$15.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$13.7M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$13.3M

Sector Composition

1 Technology 3.7%
2 Consumer Discretionary 0.83%
3 Energy 0.47%
4 Consumer Staples 0.35%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
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