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
126
$604K 0.16%
+6,209
127
$601K 0.16%
10,004
+1,922
128
$581K 0.15%
1,369
+67
129
$576K 0.15%
+13,717
130
$572K 0.15%
+1,067
131
$571K 0.15%
13,468
-45,282
132
$571K 0.15%
+8,226
133
$565K 0.15%
13,840
-366
134
$561K 0.15%
46,307
+27,838
135
$558K 0.15%
4,917
-4,886
136
$554K 0.14%
15,310
+282
137
$545K 0.14%
1,488
+464
138
$542K 0.14%
44,265
+598
139
$542K 0.14%
74,623
+3,069
140
$540K 0.14%
+2,378
141
$535K 0.14%
41,578
+1,085
142
$535K 0.14%
4,821
+524
143
$534K 0.14%
4,308
-7,871
144
$525K 0.14%
+5,825
145
$525K 0.14%
+4,087
146
$524K 0.14%
+12,510
147
$524K 0.14%
+9,452
148
$517K 0.13%
+7,039
149
$513K 0.13%
+2,986
150
$508K 0.13%
39,266
+714
4 5
6
7 8