MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
1-Year Return
13.66%
This Quarter Return
+0.57%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$2.29B
AUM Growth
+$44.2M
(+2%)
Cap. Flow
+$35.5M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
70.44%
Holding
218
New
17
Increased
81
Reduced
85
Closed
12
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$7.81M |
| 2 |
Dimensional International Small Cap Value ETF
DISV
|
$6.81M |
| 3 |
iShares Core US REIT ETF
USRT
|
$6.05M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$5.94M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.88M |
Top Sells
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$6.27M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$5.86M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.82M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.16M |
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Discretionary | 0.67% |
| 3 | Consumer Staples | 0.48% |
| 4 | Communication Services | 0.3% |
| 5 | Healthcare | 0.27% |
