MWM

Maridea Wealth Management Portfolio holdings

AUM $664M
1-Year Est. Return 31.11%
This Quarter Est. Return
1 Year Est. Return
+31.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.98M
3
+$1.71M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.32M

Top Sells

1
+$2.62M
2
+$2.53M
3
+$2.37M
4
WBIY icon
WBI Power Factor High Dividend ETF
WBIY
+$2.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.08M

Sector Composition

1 Technology 5.37%
2 Financials 5.27%
3 Consumer Discretionary 3.12%
4 Communication Services 2.04%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.5K 0.03%
17,397
-3,688
227
$66.1K 0.02%
10,050
-575
228
$3.92K ﹤0.01%
559
229
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230
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231
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232
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235
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236
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240
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242
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249
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