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MWM

Merriman Wealth Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.1M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$6.34M
3
+$4.71M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.73M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.59M

Top Sells

1
+$3.06M
2
+$1.59M
3
+$857K
4
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$548K
5
ASHS icon
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF
ASHS
+$445K

Sector Composition

1 Technology 2.95%
2 Consumer Discretionary 1.36%
3 Industrials 1.31%
4 Energy 1.29%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 11%
44,531
+2,521
2
$8.15M 8.3%
66,167
+67
3
$6.8M 6.93%
71,951
-1,201
4
$6.62M 6.75%
+97,970
5
$6.59M 6.71%
+205,574
6
$6.43M 6.55%
174,324
+890
7
$4.87M 4.96%
+87,345
8
$3.64M 3.71%
55,156
+11,946
9
$3.55M 3.61%
115,200
+55,300
10
$3.34M 3.4%
99,400
+55,800
11
$3.21M 3.27%
266,532
-129,368
12
$3.09M 3.15%
28,073
13
$2.57M 2.62%
46,888
+605
14
$2.54M 2.58%
9,100
-600
15
$2M 2.04%
63,784
+372
16
$1.7M 1.73%
33,586
-1,596
17
$1.68M 1.71%
100,310
-2,490
18
$1.66M 1.69%
24,284
-1,356
19
$1.56M 1.59%
+37,474
20
$1.52M 1.55%
31,434
+376
21
$1.5M 1.53%
+78,600
22
$1.4M 1.42%
+27,002
23
$1.39M 1.42%
+48,000
24
$1.39M 1.42%
50,415
+41,410
25
$1.36M 1.39%
+12,000
1
2 3