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
$99.1M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Sells

1 +$2.77M
2 +$2.48M
3 +$1.75M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$1.31M
5
XOM icon
Exxon Mobil
XOM
+$935K

Sector Composition

1 Technology 1.77%
2 Energy 0.31%
3 Healthcare 0.26%
4 Materials 0.02%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12M 12.08%
104,994
-21,751
2
$9.13M 9.21%
106,524
-1,603
3
$7.4M 7.46%
166,702
+7,223
4
$6.81M 6.87%
152,504
-2,819
5
$6.78M 6.84%
61,540
-1,052
6
$6.48M 6.53%
364,295
-5,250
7
$6.3M 6.36%
93,154
+42
8
$5.92M 5.97%
100,891
-8,057
9
$5.86M 5.91%
80,446
-7,101
10
$2.83M 2.86%
+2,231
11
$2.75M 2.78%
55,339
-898
12
$2.67M 2.69%
+24,197
13
$2.07M 2.08%
+83,500
14
$1.78M 1.8%
26,668
-599
15
$1.67M 1.69%
95,013
16
$1.64M 1.66%
106,315
+680
17
$1.62M 1.63%
+36,340
18
$1.59M 1.61%
+31,751
19
$1.55M 1.57%
+39,569
20
$1.32M 1.33%
55,968
-1,852
21
$1.31M 1.32%
+64,300
22
$1.22M 1.23%
84,765
+36,000
23
$1.18M 1.19%
+60,111
24
$1.1M 1.11%
9,500
-3,800
25
$1.06M 1.07%
+505