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MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
1-Year Est. Return
13.66%
This Fund
S&P 500
1 Year Est. Return
+13.66%
AUM
$2.05B
AUM Growth
+$121M
(+6.3%)
Holding
215
Top Buys
| 1 | +$17.4M | |
| 2 | +$12.4M | |
| 3 | +$6.12M | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$5.84M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$5.82M |
Top Sells
| 1 | +$49.6M | |
| 2 | +$44.1M | |
| 3 | +$31.6M | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$14M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$11.4M |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Consumer Discretionary | 0.62% |
| 3 | Consumer Staples | 0.41% |
| 4 | Communication Services | 0.27% |
| 5 | Financials | 0.25% |