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
151
$508K 0.13%
50,569
+889
152
$506K 0.13%
1,426
+446
153
$505K 0.13%
8,940
+183
154
$501K 0.13%
54,484
+1,978
155
$499K 0.13%
3,740
+1,616
156
$498K 0.13%
+2,718
157
$497K 0.13%
20,268
-3,680
158
$497K 0.13%
14,097
-3,113
159
$493K 0.13%
+9,860
160
$488K 0.13%
29,967
+1,272
161
$487K 0.13%
1,787
+1,020
162
$484K 0.13%
+19,396
163
$481K 0.13%
+10,756
164
$480K 0.12%
35,574
+829
165
$477K 0.12%
+3,600
166
$475K 0.12%
+5,972
167
$472K 0.12%
5,176
+1,818
168
$472K 0.12%
+7,530
169
$460K 0.12%
1,680
+79
170
$460K 0.12%
+744
171
$459K 0.12%
+6,067
172
$456K 0.12%
4,762
-114
173
$452K 0.12%
6,073
+2,754
174
$452K 0.12%
+12,556
175
$451K 0.12%
4,186
-162
5 6
7
8 9