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
CAT icon
376
Caterpillar
CAT
$273B
$233K 0.04%
+439
SPOT icon
377
Spotify
SPOT
$119B
$233K 0.04%
+345
GE icon
378
GE Aerospace
GE
$305B
$232K 0.04%
+767
MMC icon
379
Marsh & McLennan
MMC
$89.8B
$232K 0.04%
+1,220
PG icon
380
Procter & Gamble
PG
$341B
$229K 0.04%
+1,507
LW icon
381
Lamb Weston
LW
$8.23B
$229K 0.04%
3,488
-1,938
DHI icon
382
D.R. Horton
DHI
$46.3B
$228K 0.04%
+1,485
BLK icon
383
Blackrock
BLK
$161B
$228K 0.04%
+197
RL icon
384
Ralph Lauren
RL
$21.6B
$227K 0.04%
+681
BUL icon
385
Pacer US Cash Cows Growth ETF
BUL
$102M
$225K 0.03%
+4,236
IGLB icon
386
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.72B
$223K 0.03%
+4,271
JEPI icon
387
JPMorgan Equity Premium Income ETF
JEPI
$41B
$222K 0.03%
+3,887
SCHF icon
388
Schwab International Equity ETF
SCHF
$53.4B
$222K 0.03%
+9,312
CERY
389
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$593M
$222K 0.03%
+7,590
THQ
390
abrdn Healthcare Opportunities Fund
THQ
$777M
$221K 0.03%
+12,253
SHW icon
391
Sherwin-Williams
SHW
$83.7B
$220K 0.03%
664
+48
AMGN icon
392
Amgen
AMGN
$182B
$219K 0.03%
+723
ACN icon
393
Accenture
ACN
$162B
$215K 0.03%
+890
IBM icon
394
IBM
IBM
$282B
$215K 0.03%
+759
BLV icon
395
Vanguard Long-Term Bond ETF
BLV
$5.81B
$215K 0.03%
+2,978
ATO icon
396
Atmos Energy
ATO
$27.5B
$215K 0.03%
+1,207
FBT icon
397
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.32B
$213K 0.03%
+1,123
SCHJ icon
398
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$639M
$211K 0.03%
8,435
-70
GEW
399
Cambria Global EW ETF
GEW
$151M
$210K 0.03%
+4,149
IYW icon
400
iShares US Technology ETF
IYW
$21.1B
$209K 0.03%
+1,047
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