MWM

Maridea Wealth Management Portfolio holdings

AUM $384M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.43%
2 Financials 5%
3 Consumer Discretionary 2.46%
4 Communication Services 1.59%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$119K 0.04%
+10,585
227
$119K 0.04%
+22,951
228
$107K 0.03%
+13,602
229
$103K 0.03%
+10,625
230
$6.75K ﹤0.01%
+559