MWM

Maridea Wealth Management Portfolio holdings

AUM $686M
1-Year Est. Return 33.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.78%
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
+$5.41M
3
+$5.24M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.81M

Top Sells

1
+$4.23M
2
+$2.51M
3
+$1.72M
4
WBIG icon
WBI BullBear Yield 3000 ETF
WBIG
+$1.54M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.47M

Sector Composition

1 Technology 10.78%
2 Financials 6.82%
3 Consumer Discretionary 3.7%
4 Communication Services 3.3%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-4,342
452
– –
-679
453
– –
-879
454
– –
-34,887
455
– –
-590
15 16 17 18
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