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
$494M
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$10.2M
3 +$9.66M
4
CRM icon
Salesforce
CRM
+$6.74M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.24M

Top Sells

1 +$6.84M
2 +$4.12M
3 +$3.46M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.22M

Sector Composition

1 Technology 17.28%
2 Industrials 4.67%
3 Consumer Discretionary 3.13%
4 Materials 2.11%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-276,216
202
-182,440
203
-14,500
204
-2
205
-2,000
206
-40,355
207
-19,000