MWM
Maridea Wealth Management Portfolio holdings
AUM
$384M
This Quarter Return
+13.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$384M
AUM Growth
+$77.3M
(+25%)
Cap. Flow
+$54.6M
Cap. Flow
% of AUM
14.23%
Top 10 Holdings %
Top 10 Hldgs %
33.37%
Holding
318
New
88
Increased
106
Reduced
67
Closed
48
Top Buys
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$5.17M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.9M |
| 3 |
AGF US Market Neutral Anti-Beta Fund
BTAL
|
$3.31M |
| 4 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$2.66M |
| 5 |
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% |
