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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
$1.93B
AUM Growth
-$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$132M
3
+$44.1M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$30.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.3M

Top Sells

1
+$149M
2
+$79.2M
3
+$45.2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$22.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$11.5M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.63%
3 Consumer Staples 0.4%
4 Communication Services 0.26%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-33,051
202
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-4,711
203
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-95,182
204
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-55,261
205
– –
-14,866
206
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-63,239
207
– –
-146,709
208
– –
-106,692
209
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-246,659
210
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-125,631
211
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-397,443
212
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-13,122
213
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-71,622
214
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-1,281
215
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216
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-90,699
217
– –
-9,052
218
– –
-146,741
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