MWM

Maridea Wealth Management Portfolio holdings

AUM $384M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$246K 0.08%
+1,056
202
$245K 0.08%
+724
203
$243K 0.08%
+2,105
204
$242K 0.08%
+415
205
$242K 0.08%
+10,480
206
$237K 0.08%
+1,617
207
$234K 0.08%
+1,539
208
$233K 0.08%
+637
209
$230K 0.07%
+4,485
210
$228K 0.07%
+3,339
211
$227K 0.07%
+5,248
212
$226K 0.07%
+8,949
213
$222K 0.07%
+1,367
214
$222K 0.07%
+6,615
215
$221K 0.07%
+1,113
216
$221K 0.07%
+1,003
217
$220K 0.07%
+750
218
$219K 0.07%
+4,199
219
$219K 0.07%
+1,728
220
$210K 0.07%
+1,016
221
$209K 0.07%
+594
222
$207K 0.07%
+1,747
223
$140K 0.05%
+21,085
224
$140K 0.05%
+14,120
225
$138K 0.04%
+11,877