MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
1-Year Return
13.66%
This Quarter Return
+11.65%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$528M
AUM Growth
+$64.9M
(+14%)
Cap. Flow
+$34.9M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
33.69%
Holding
237
New
67
Increased
36
Reduced
75
Closed
33
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$108M |
| 2 |
Amgen
AMGN
|
$24.7M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$18.9M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$8.79M |
| 5 |
Microsoft
MSFT
|
$3.65M |
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Industrials | 3.93% |
| 3 | Consumer Discretionary | 2.86% |
| 4 | Materials | 2.43% |
| 5 | Financials | 1.86% |
