MWM
Maridea Wealth Management Portfolio holdings
AUM
$384M
This Quarter Return
+1.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$310M
AUM Growth
–
Cap. Flow
+$310M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.21%
Holding
230
New
230
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WBI BullBear Yield 3000 ETF
WBIG
|
$20M |
| 2 |
WBI BullBear Quality 3000 ETF
WBIL
|
$19.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$19.5M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$17.3M |
| 5 |
WBI Power FactorTM High Dividend ETF
WBIY
|
$16.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.43% |
| 2 | Financials | 5% |
| 3 | Consumer Discretionary | 2.46% |
| 4 | Communication Services | 1.59% |
| 5 | Healthcare | 1.51% |
