MWM
Merriman Wealth Management Portfolio holdings
AUM
$2.4B
This Quarter Return
+0.05%
1 Year Return
+13.66%
3 Year Return
+18.26%
5 Year Return
+99.32%
10 Year Return
+288.02%
AUM
$76.8M
AUM Growth
–
Cap. Flow
+$76.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.87%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$9.58M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$8.01M |
| 3 |
iShares Morningstar US Equity ETF
ILCB
|
$6.95M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$6.83M |
| 5 |
iShares Morningstar Small-Cap Value ETF
ISCV
|
$6.8M |
Top Sells
No sells this quarter
