MWM
Maridea Wealth Management Portfolio holdings
AUM
$643M
1-Year Est. Return
31.73%
1 Year Est. Return
+31.73%
AUM
$643M
AUM Growth
+$260M
(+68%)
Holding
455
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 |
Amazon
AMZN
|
+$5.01M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$4.19M | |
| 3 | +$3.42M | |
| 4 |
Cipher Mining
CIFR
|
+$2.82M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Tetra Tech
TTEK
$9.02B
| – | – |
-12,556
|
|
||
452
United Parcel Service
UPS
$81.1B
| – | – |
-2,092
|
|
||
453
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
| – | – |
-25,381
|
|
||
454
Zscaler
ZS
$38.5B
| – | – |
-715
|
|
||
|
WCME
455
First Trust WCM Developing World Equity ETF
WCME
$16.9M
| – | – |
-66,036
|
|