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MWM

Maripau Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.11M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$746K
5
CORO
iShares International Country Rotation Active ETF
CORO
+$644K

Top Sells

1
+$925K
2
+$656K
3
+$634K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$435K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$424K

Sector Composition

1 Technology 5.84%
2 Consumer Discretionary 2.44%
3 Communication Services 1.67%
4 Financials 1.66%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$2.92T
$2.2M 0.97%
5,951
+567
DUBS icon
27
Aptus Large Cap Enhanced Yield ETF
DUBS
$367M
$2.19M 0.96%
60,657
+4,601
SCHP icon
28
Schwab US TIPS ETF
SCHP
$15.6B
$2.04M 0.9%
76,674
+1,180
JUCY icon
29
Aptus Enhanced Yield ETF
JUCY
$246M
$2.03M 0.89%
91,716
+2,491
IUSB icon
30
iShares Core Universal USD Bond ETF
IUSB
$41.5B
$2.02M 0.89%
43,832
-314
FELC icon
31
Fidelity Enhanced Large Cap Core ETF
FELC
$7.41B
$1.9M 0.84%
52,456
+1,971
IVE icon
32
iShares S&P 500 Value ETF
IVE
$47.3B
$1.85M 0.81%
8,768
-1,082
BUFR icon
33
FT Vest Fund of Buffer ETFs
BUFR
$9.49B
$1.73M 0.76%
51,083
+12,247
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$71.5B
$1.64M 0.72%
14,469
+156
VUG icon
35
Vanguard Growth ETF
VUG
$217B
$1.63M 0.72%
22,416
-1,008
DYNF icon
36
BlackRock US Equity Factor Rotation ETF
DYNF
$35.6B
$1.62M 0.71%
27,884
-7,185
VGT icon
37
Vanguard Information Technology ETF
VGT
$138B
$1.48M 0.65%
17,016
+1,096
SMH icon
38
VanEck Semiconductor ETF
SMH
$67.3B
$1.48M 0.65%
3,867
+60
GME icon
39
GameStop
GME
$9.95B
$1.43M 0.63%
62,242
+19
VTV icon
40
Vanguard Value ETF
VTV
$180B
$1.42M 0.62%
7,228
+294
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.29T
$1.41M 0.62%
4,902
-451
WMT icon
42
Walmart Inc
WMT
$952B
$1.36M 0.6%
10,952
-2,597
QQQ icon
43
Invesco QQQ Trust
QQQ
$465B
$1.34M 0.59%
2,327
+915
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.22M 0.54%
2,544
+363
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$42.5B
$1.21M 0.53%
52,792
+32,383
EFV icon
46
iShares MSCI EAFE Value ETF
EFV
$26.3B
$1.15M 0.51%
15,500
-5,646
IEMG icon
47
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$1.12M 0.49%
16,054
-9,094
MBB icon
48
iShares MBS ETF
MBB
$38.4B
$1.1M 0.49%
11,637
+554
META icon
49
Meta Platforms (Facebook)
META
$1.43T
$1.09M 0.48%
1,898
+160
GLD icon
50
SPDR Gold Trust
GLD
$134B
$1.08M 0.47%
2,499
-81
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