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
$2.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$9.23M
3 +$9.19M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.81M

Top Sells

1 +$6.22M
2 +$2.86M
3 +$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.89M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M

Sector Composition

1 Technology 2.79%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.42%
4 Healthcare 0.27%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-44,285
202
-47,307
203
-62,902
204
-10,075
205
-2,622
206
-11,800