MWM

Maridea Wealth Management Portfolio holdings

AUM $643M
1-Year Est. Return 31.73%
This Quarter Est. Return
1 Year Est. Return
+31.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.72M
3
+$5.43M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.09M
5
AMZN icon
Amazon
AMZN
+$5.01M

Top Sells

1
+$4.52M
2
+$4.19M
3
+$3.42M
4
CIFR icon
Cipher Mining
CIFR
+$2.82M
5
WBIG icon
WBI BullBear Yield 3000 ETF
WBIG
+$1.62M

Sector Composition

1 Technology 9.2%
2 Financials 8.27%
3 Consumer Discretionary 3.82%
4 Communication Services 3.3%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTNT icon
276
Fortinet
FTNT
$61.4B
$417K 0.06%
+4,910
SDY icon
277
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$417K 0.06%
2,973
+225
APP icon
278
Applovin
APP
$223B
$417K 0.06%
+736
BIZD icon
279
VanEck BDC Income ETF
BIZD
$1.58B
$415K 0.06%
29,564
-403
NOW icon
280
ServiceNow
NOW
$172B
$412K 0.06%
448
+28
AMT icon
281
American Tower
AMT
$82.2B
$410K 0.06%
+2,122
JNK icon
282
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$407K 0.06%
+4,180
NRG icon
283
NRG Energy
NRG
$32B
$406K 0.06%
+2,430
MO icon
284
Altria Group
MO
$98.8B
$403K 0.06%
+6,262
VLO icon
285
Valero Energy
VLO
$54.2B
$399K 0.06%
2,494
-560
IUSG icon
286
iShares Core S&P US Growth ETF
IUSG
$26.2B
$399K 0.06%
2,409
+1
WEC icon
287
WEC Energy
WEC
$35B
$397K 0.06%
+3,379
LQDH icon
288
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$629M
$395K 0.06%
4,230
+850
FAST icon
289
Fastenal
FAST
$47.2B
$387K 0.06%
+8,994
MARA icon
290
Marathon Digital Holdings
MARA
$4.68B
$386K 0.06%
18,599
+1,527
CLIP icon
291
Global X 1-3 Month T-Bill ETF
CLIP
$1.71B
$382K 0.06%
3,810
-355
PXF icon
292
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.22B
$380K 0.06%
6,099
+1,387
PTLC icon
293
Pacer Trendpilot US Large Cap ETF
PTLC
$3.44B
$380K 0.06%
6,882
+2,648
EMXC icon
294
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$373K 0.06%
5,227
+508
VOOG icon
295
Vanguard S&P 500 Growth ETF
VOOG
$21.6B
$371K 0.06%
847
+34
ALGN icon
296
Align Technology
ALGN
$11.1B
$371K 0.06%
+2,748
SMCI icon
297
Super Micro Computer
SMCI
$20B
$367K 0.06%
+6,669
IDCC icon
298
InterDigital
IDCC
$8.76B
$365K 0.06%
+983
PXH icon
299
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$362K 0.06%
14,027
+3,264
AMAT icon
300
Applied Materials
AMAT
$212B
$358K 0.06%
1,569
-1,149
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