MWM

Maripau Wealth Management Portfolio holdings

AUM $217M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$901K
3
+$898K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$813K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$802K

Top Sells

1
+$813K
2
+$248K
3
+$248K
4
PH icon
Parker-Hannifin
PH
+$218K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.64%
3 Communication Services 1.83%
4 Financials 1.77%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DYNF icon
26
BlackRock US Equity Factor Rotation ETF
DYNF
$32.6B
$2.13M 0.98%
35,069
-1,354
IDUB icon
27
Aptus International Enhanced Yield ETF
IDUB
$431M
$2.12M 0.97%
86,998
+3,130
DUBS icon
28
Aptus Large Cap Enhanced Yield ETF
DUBS
$304M
$2.11M 0.97%
56,056
+1,379
IVE icon
29
iShares S&P 500 Value ETF
IVE
$48.2B
$2.09M 0.96%
9,850
+2,576
IUSB icon
30
iShares Core Universal USD Bond ETF
IUSB
$35.6B
$2.05M 0.95%
44,146
-959
SCHP icon
31
Schwab US TIPS ETF
SCHP
$15.7B
$2M 0.92%
75,494
+9,261
JUCY icon
32
Aptus Enhanced Yield ETF
JUCY
$227M
$1.98M 0.91%
89,225
+16,774
FELC icon
33
Fidelity Enhanced Large Cap Core ETF
FELC
$6.38B
$1.91M 0.88%
50,485
+1,403
VUG icon
34
Vanguard Growth ETF
VUG
$194B
$1.9M 0.88%
3,904
-136
IVW icon
35
iShares S&P 500 Growth ETF
IVW
$63.3B
$1.76M 0.81%
14,313
-304
IEMG icon
36
iShares Core MSCI Emerging Markets ETF
IEMG
$136B
$1.69M 0.78%
25,148
+4,018
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.67T
$1.67M 0.77%
5,353
+703
EFV icon
38
iShares MSCI EAFE Value ETF
EFV
$28.9B
$1.51M 0.69%
21,146
-3,571
WMT icon
39
Walmart Inc
WMT
$999B
$1.51M 0.69%
13,549
+1,391
VGT icon
40
Vanguard Information Technology ETF
VGT
$109B
$1.49M 0.69%
1,990
-6
SMH icon
41
VanEck Semiconductor ETF
SMH
$43.9B
$1.36M 0.63%
3,807
-104
BUFR icon
42
FT Vest Fund of Buffer ETFs
BUFR
$8.55B
$1.33M 0.61%
38,836
+26,678
VTV icon
43
Vanguard Value ETF
VTV
$165B
$1.32M 0.61%
6,934
+245
GME icon
44
GameStop
GME
$10.9B
$1.25M 0.57%
62,223
+111
QUAL icon
45
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$1.15M 0.53%
5,812
-4,140
META icon
46
Meta Platforms (Facebook)
META
$1.61T
$1.15M 0.53%
1,738
+333
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.09M 0.5%
2,181
+430
MBB icon
48
iShares MBS ETF
MBB
$38.9B
$1.06M 0.49%
11,083
-468
GLD icon
49
SPDR Gold Trust
GLD
$176B
$1.02M 0.47%
2,580
+113
TSLA icon
50
Tesla
TSLA
$1.48T
$1M 0.46%
2,224
+450
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