MWM

Maridea Wealth Management Portfolio holdings

AUM $686M
1-Year Est. Return 33.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.78%
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
+$2.94M
2
+$1.95M
3
+$1.72M
4
CIFR icon
Cipher Digital Inc
CIFR
+$1.58M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$2.85M
2
+$2.74M
3
+$2.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M
5
WBIY icon
WBI Power Factor High Dividend ETF
WBIY
+$2.16M

Sector Composition

1 Technology 5.79%
2 Financials 4.86%
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
276
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277
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278
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279
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280
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281
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-5,908
282
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283
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284
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-3,218
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