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
$1.53B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$19.7M
3
+$13.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$11.4M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$7.73M

Top Sells

1
+$11M
2
+$7.63M
3
+$4.81M
4
VTV icon
Vanguard Value ETF
VTV
+$4.78M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$3.79M

Sector Composition

1 Technology 3.13%
2 Consumer Discretionary 0.78%
3 Consumer Staples 0.48%
4 Communication Services 0.25%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
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