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
$643M
AUM Growth
+$260M
(+68%)
Holding
455
Top Buys
| 1 | +$14.7M | |
| 2 | +$5.41M | |
| 3 | +$5.24M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$4.81M |
Top Sells
| 1 | +$4.23M | |
| 2 | +$2.51M | |
| 3 | +$1.72M | |
| 4 |
WBI BullBear Yield 3000 ETF
WBIG
|
+$1.54M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$1.47M |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 6.7% |
| 3 | Consumer Discretionary | 3.7% |
| 4 | Communication Services | 3.42% |
| 5 | Industrials | 2.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Tetra Tech
TTEK
$9.38B
| – | – |
-12,556
|
|
||
452
United Parcel Service
UPS
$93.9B
| – | – |
-2,092
|
|
||
453
Verisk Analytics
VRSK
$29.7B
| – | – |
-743
|
|
||
454
Willis Towers Watson
WTW
$28.9B
| – | – |
-1,348
|
|
||
455
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.88B
| – | – |
-25,381
|
|