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
$384M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.49M
3
+$5.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.85M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.79M

Top Sells

1
+$5.17M
2
+$4.9M
3
+$3.31M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.22M

Sector Composition

1 Technology 8.24%
2 Financials 5.48%
3 Consumer Discretionary 3.48%
4 Communication Services 2.49%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$271K 0.07%
+1,461
227
$271K 0.07%
+4,712
228
$270K 0.07%
846
+97
229
$269K 0.07%
6,228
-7,056
230
$269K 0.07%
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231
$268K 0.07%
17,072
-90,172
232
$263K 0.07%
359
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233
$263K 0.07%
9,314
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234
$252K 0.07%
10,763
+416
235
$250K 0.07%
+3,514
236
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+6,195
237
$240K 0.06%
1,728
238
$236K 0.06%
+2,239
239
$233K 0.06%
9,606
-12,879
240
$231K 0.06%
+743
241
$226K 0.06%
+7,871
242
$225K 0.06%
+29,090
243
$225K 0.06%
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244
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245
$222K 0.06%
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246
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+4,430
247
$219K 0.06%
+2,128
248
$218K 0.06%
1,119
249
$218K 0.06%
4,710
+1,371
250
$217K 0.06%
+3,808
8 9
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