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
101
$1.58M 0.25%
+3,510
102
$1.56M 0.24%
+7,575
103
$1.55M 0.24%
+32,552
104
$1.53M 0.24%
+33,713
105
$1.51M 0.23%
27,998
+4,112
106
$1.47M 0.23%
+7,813
107
$1.46M 0.23%
+5,230
108
$1.43M 0.22%
13,386
-6,960
109
$1.43M 0.22%
4,594
+99
110
$1.42M 0.22%
28,401
+2,274
111
$1.42M 0.22%
+15,262
112
$1.39M 0.22%
13,127
+60
113
$1.38M 0.21%
+5,199
114
$1.36M 0.21%
10,033
+5,161
115
$1.34M 0.21%
48,309
+4,190
116
$1.33M 0.21%
+49,809
117
$1.32M 0.2%
7,592
+5,593
118
$1.29M 0.2%
1,379
+971
119
$1.27M 0.2%
+34,456
120
$1.26M 0.2%
6,056
+4,937
121
$1.25M 0.19%
+14,767
122
$1.23M 0.19%
92,673
+61,563
123
$1.22M 0.19%
+24,375
124
$1.22M 0.19%
10,139
+3,642
125
$1.19M 0.19%
36,417
-20
3 4
5
6 7