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
101
$745K 0.19%
4,076
+1,373
102
$738K 0.19%
65,367
+1,374
103
$736K 0.19%
3,273
+618
104
$731K 0.19%
2,404
-16,125
105
$720K 0.19%
15,891
+182
106
$720K 0.19%
+13,622
107
$711K 0.19%
2,579
-3,075
108
$709K 0.18%
37,067
+99
109
$702K 0.18%
19,146
+329
110
$697K 0.18%
6,353
-2,094
111
$695K 0.18%
12,760
+4,298
112
$692K 0.18%
31,502
+589
113
$686K 0.18%
10,993
+1,259
114
$682K 0.18%
11,711
+196
115
$680K 0.18%
1,335
+38
116
$678K 0.18%
1,931
-14,725
117
$677K 0.18%
11,558
-578
118
$663K 0.17%
17,965
-207
119
$655K 0.17%
13,413
-74
120
$651K 0.17%
24,478
+767
121
$627K 0.16%
+4,872
122
$618K 0.16%
34,887
-186,768
123
$617K 0.16%
43,277
+1,874
124
$617K 0.16%
55,927
+796
125
$609K 0.16%
22,585
+344
3 4
5
6 7