MWM

Maridea Wealth Management Portfolio holdings

AUM $664M
1-Year Est. Return 31.11%
This Quarter Est. Return
1 Year Est. Return
+31.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.49M
3
+$5.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.85M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.79M

Top Sells

1
+$5.17M
2
+$4.9M
3
+$3.31M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.22M

Sector Composition

1 Technology 8.24%
2 Financials 5.48%
3 Consumer Discretionary 3.48%
4 Communication Services 2.49%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.48%
8,661
+584
52
$1.75M 0.46%
7,288
+5,603
53
$1.74M 0.45%
3,067
-2,567
54
$1.66M 0.43%
106,589
+3,913
55
$1.66M 0.43%
47,463
-8,889
56
$1.65M 0.43%
+4,703
57
$1.63M 0.42%
48,995
+35,125
58
$1.59M 0.41%
61,716
-103,033
59
$1.58M 0.41%
+4,898
60
$1.51M 0.39%
+16,440
61
$1.34M 0.35%
26,374
+8,149
62
$1.31M 0.34%
31,851
+12,903
63
$1.29M 0.34%
26,127
+11,602
64
$1.28M 0.33%
4,495
+1,076
65
$1.28M 0.33%
+25,381
66
$1.25M 0.32%
+4,300
67
$1.21M 0.31%
21,175
+2,347
68
$1.21M 0.31%
13,067
+1,752
69
$1.17M 0.31%
+8,728
70
$1.17M 0.31%
8,770
+270
71
$1.17M 0.31%
44,119
+3,911
72
$1.13M 0.29%
13,931
-1,319
73
$1.1M 0.29%
2,270
-957
74
$1.1M 0.29%
41,104
+5,827
75
$1.05M 0.27%
+8,863
1 2
3
4 5