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
$306M
AUM Growth
-$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.98M
3
+$1.71M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.32M

Top Sells

1
+$2.62M
2
+$2.53M
3
+$2.37M
4
WBIY icon
WBI Power FactorTM High Dividend ETF
WBIY
+$2.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.08M

Sector Composition

1 Technology 5.37%
2 Financials 5.27%
3 Consumer Discretionary 3.12%
4 Communication Services 2.04%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.77%
13,653
-11,981
27
$2.35M 0.77%
26,684
-4,783
28
$2.35M 0.77%
68,491
+2,680
29
$2.24M 0.73%
75,375
-3,818
30
$2.1M 0.68%
19,888
-1,236
31
$2.09M 0.68%
5,564
-454
32
$2.07M 0.68%
53,339
+23,449
33
$2.01M 0.65%
298,593
+138,843
34
$1.95M 0.64%
320,167
+126,908
35
$1.95M 0.64%
56,352
-10,664
36
$1.72M 0.56%
3,227
-163
37
$1.67M 0.55%
5,453
+1,886
38
$1.66M 0.54%
6,401
+3,416
39
$1.65M 0.54%
102,676
+3,443
40
$1.57M 0.51%
21,519
+14,554
41
$1.44M 0.47%
30,756
+6,925
42
$1.4M 0.46%
7,275
+1,657
43
$1.32M 0.43%
2,282
+1,248
44
$1.3M 0.42%
8,077
+3,941
45
$1.3M 0.42%
9,803
+2,978
46
$1.27M 0.41%
551,522
+346,911
47
$1.26M 0.41%
19,322
-242
48
$1.25M 0.41%
15,250
+4,399
49
$1.23M 0.4%
107,244
+52,057
50
$1.2M 0.39%
12,179
+1,927
1
2
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