MWM
Maridea Wealth Management Portfolio holdings
AUM
$384M
1 Year Est. Return
–
AUM
$306M
AUM Growth
-$4M
(-1.3%)
Holding
284
Top Buys
| 1 | +$3.23M | |
| 2 | +$1.98M | |
| 3 | +$1.71M | |
| 4 |
Amazon
AMZN
|
+$1.37M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$1.32M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.53M | |
| 3 | +$2.37M | |
| 4 |
WBI Power FactorTM High Dividend ETF
WBIY
|
+$2.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Spotify
SPOT
$138B
| – | – |
-852
|
|
||
277
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
-464
|
|
||
278
Sempra
SRE
$59.6B
| – | – |
-3,218
|
|
||
279
Hanover Insurance
THG
$6.12B
| – | – |
-2,921
|
|
||
280
ProShares UltraPro QQQ
TQQQ
$28.1B
| – | – |
-3,475
|
|
||
281
T. Rowe Price
TROW
$22.8B
| – | – |
-3,324
|
|
||
282
Yum China
YUMC
$15.9B
| – | – |
-8,146
|
|
||
283
Corpay
CPAY
$20.2B
| – | – |
-724
|
|
||
|
FNGA
284
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
| – | – |
-415
|
|