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
KMI icon
301
Kinder Morgan
KMI
$60.5B
$352K 0.05%
12,784
+544
ADSK icon
302
Autodesk
ADSK
$65.3B
$350K 0.05%
+1,135
NTES icon
303
NetEase
NTES
$88.7B
$345K 0.05%
2,259
-6,469
AZO icon
304
AutoZone
AZO
$64B
$345K 0.05%
87
DKS icon
305
Dick's Sporting Goods
DKS
$20B
$344K 0.05%
+1,522
ADI icon
306
Analog Devices
ADI
$133B
$342K 0.05%
+1,390
VGSH icon
307
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$339K 0.05%
5,749
+149
BLOK icon
308
Amplify Blockchain Technology ETF
BLOK
$1.18B
$333K 0.05%
4,649
+841
DELL icon
309
Dell
DELL
$89.6B
$332K 0.05%
+2,243
ANET icon
310
Arista Networks
ANET
$161B
$331K 0.05%
+2,262
OSCR icon
311
Oscar Health
OSCR
$4.94B
$331K 0.05%
+16,402
VO icon
312
Vanguard Mid-Cap ETF
VO
$89.3B
$329K 0.05%
1,127
+165
SHYG icon
313
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$327K 0.05%
+7,600
PRIM icon
314
Primoris Services
PRIM
$6.76B
$320K 0.05%
+2,303
VNQ icon
315
Vanguard Real Estate ETF
VNQ
$34B
$320K 0.05%
+3,474
CSCO icon
316
Cisco
CSCO
$305B
$320K 0.05%
4,527
-3,699
VCSH icon
317
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$318K 0.05%
3,972
+63
BIV icon
318
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$315K 0.05%
+3,996
MCK icon
319
McKesson
MCK
$100B
$313K 0.05%
398
+39
PH icon
320
Parker-Hannifin
PH
$109B
$308K 0.05%
+416
VZ icon
321
Verizon
VZ
$172B
$305K 0.05%
7,477
+1,249
SPIP icon
322
State Street SPDR Portfolio TIPS ETF
SPIP
$984M
$305K 0.05%
11,514
-160
USTB icon
323
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.69B
$302K 0.05%
+5,919
SCHW icon
324
Charles Schwab
SCHW
$166B
$301K 0.05%
3,171
-2,005
BAC icon
325
Bank of America
BAC
$393B
$296K 0.05%
+5,692
11 12
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