MWM
Maridea Wealth Management Portfolio holdings
AUM
$664M
1-Year Est. Return
31.13%
This Fund
S&P 500
1 Year Est. Return
+31.13%
AUM
$664M
AUM Growth
+$21M
(+3.3%)
Holding
470
Top Buys
| 1 | +$6.13M | |
| 2 | +$3.23M | |
| 3 | +$2.66M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$2.38M |
| 5 |
PureCycle Technologies
PCT
|
+$2.29M |
Top Sells
| 1 | +$4.57M | |
| 2 | +$2.87M | |
| 3 | +$2.16M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.89M |
| 5 |
Golar LNG
GLNG
|
+$1.82M |
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Financials | 5.37% |
| 3 | Consumer Discretionary | 4.25% |
| 4 | Communication Services | 3.65% |
| 5 | Industrials | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Philip Morris
PM
$246B
| – | – |
-3,119
|
|
||
452
Analog Devices
ADI
$181B
| – | – |
-1,390
|
|
||
453
InterDigital
IDCC
$9.58B
| – | – |
-983
|
|
||
454
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
| – | – |
-4,271
|
|
||
455
Illinois Tool Works
ITW
$78.4B
| – | – |
-816
|
|
||
456
iShares US Technology ETF
IYW
$20.4B
| – | – |
-1,047
|
|
||
457
Johnson & Johnson
JNJ
$564B
| – | – |
-1,296
|
|
||
458
Lamb Weston
LW
$6.19B
| – | – |
-3,488
|
|
||
459
MongoDB
MDB
$21.2B
| – | – |
-716
|
|
||
460
Altria Group
MO
$107B
| – | – |
-6,262
|
|
||
461
Monolithic Power Systems
MPWR
$72.1B
| – | – |
-229
|
|
||
462
Royalty Pharma
RPRX
$22.2B
| – | – |
-16,492
|
|
||
463
Red Rock Resorts
RRR
$3.37B
| – | – |
-4,289
|
|
||
464
Sharplink Inc
SBET
$1.58B
| – | – |
-52,894
|
|
||
465
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
| – | – |
-11,725
|
|
||
466
Trane Technologies
TT
$105B
| – | – |
-494
|
|
||
467
UnitedHealth
UNH
$295B
| – | – |
-1,487
|
|
||
468
Union Pacific
UNP
$149B
| – | – |
-2,528
|
|
||
469
WEC Energy
WEC
$37.7B
| – | – |
-3,379
|
|
||
470
W.R. Berkley
WRB
$25B
| – | – |
-7,180
|
|