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
201
$359K 0.09%
83,211
+1,749
202
$354K 0.09%
+14,483
203
$351K 0.09%
2,402
-2,409
204
$350K 0.09%
10,082
+383
205
$330K 0.09%
9,089
-6,503
206
$329K 0.09%
5,600
+171
207
$329K 0.09%
1,999
208
$325K 0.08%
6,456
+1,662
209
$323K 0.08%
+87
210
$322K 0.08%
813
+65
211
$321K 0.08%
1,243
-215
212
$318K 0.08%
2,221
+46
213
$318K 0.08%
2,879
+367
214
$316K 0.08%
+6,297
215
$312K 0.08%
+3,380
216
$311K 0.08%
+3,909
217
$304K 0.08%
11,674
+51
218
$298K 0.08%
4,719
+75
219
$296K 0.08%
5,680
-1,708
220
$290K 0.08%
+3,504
221
$288K 0.08%
+1,584
222
$286K 0.07%
11,733
-6,088
223
$281K 0.07%
+5,426
224
$278K 0.07%
+679
225
$272K 0.07%
5,150
+722
7 8
9
10 11