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
$2.29B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.81M
3
+$6.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.88M

Top Sells

1
+$6.27M
2
+$5.86M
3
+$5.82M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.16M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 0.67%
3 Consumer Staples 0.48%
4 Communication Services 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63.9K ﹤0.01%
10,000
202
$48.3K ﹤0.01%
+10,075
203
$32.2K ﹤0.01%
+11,800
204
$29.8K ﹤0.01%
1,853
-415
205
– –
-4,123
206
– –
-39,577
207
– –
-4,910
208
– –
-4,610
209
– –
-8,534
210
– –
-801
211
– –
-50,226
212
– –
-224,676
213
– –
-1,215
214
– –
-24,245
215
– –
-2,400
216
– –
-158,722
5 6 7 8
9