MWM

Maridea Wealth Management Portfolio holdings

AUM $664M
1-Year Est. Return 31.11%
This Quarter Est. Return
1 Year Est. Return
+31.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.49M
3
+$5.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.85M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.79M

Top Sells

1
+$5.17M
2
+$4.9M
3
+$3.31M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.66M
5
TLT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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