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

Top Buys

1
+$141M
2
+$128M
3
+$44.1M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$30.9M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$13.9M

Top Sells

1
+$149M
2
+$75.8M
3
+$44.3M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$22.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$11.4M

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
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