MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.32M
3
+$1.09M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.05M
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$1.02M

Top Sells

1
+$2.59M
2
+$2.1M
3
+$1.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.15M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$793K

Sector Composition

1 Technology 7.8%
2 Consumer Discretionary 2.99%
3 Financials 2.73%
4 Communication Services 1.64%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSTR icon
26
Strategy Inc
MSTR
$83B
$2.07M 1.04%
5,134
+3,264
FRDM icon
27
Freedom 100 Emerging Markets ETF
FRDM
$1.52B
$1.83M 0.92%
44,870
+14,512
DUBS icon
28
Aptus Large Cap Enhanced Yield ETF
DUBS
$263M
$1.75M 0.88%
51,322
-3,163
IVW icon
29
iShares S&P 500 Growth ETF
IVW
$67.1B
$1.74M 0.87%
15,790
-1,933
DYNF icon
30
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$1.73M 0.87%
31,765
+47
VUG icon
31
Vanguard Growth ETF
VUG
$199B
$1.72M 0.86%
3,916
-814
IDUB icon
32
Aptus International Enhanced Yield ETF
IDUB
$360M
$1.69M 0.85%
75,128
-9,295
JUCY icon
33
Aptus Enhanced Yield ETF
JUCY
$218M
$1.64M 0.83%
73,469
-7,464
META icon
34
Meta Platforms (Facebook)
META
$1.85T
$1.52M 0.77%
2,032
+227
VTI icon
35
Vanguard Total Stock Market ETF
VTI
$553B
$1.52M 0.77%
5,004
+2,081
GME icon
36
GameStop
GME
$10.4B
$1.52M 0.76%
+62,186
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$1.5M 0.76%
25,062
+12,611
IVE icon
38
iShares S&P 500 Value ETF
IVE
$42.5B
$1.43M 0.72%
7,312
+2,391
WMT icon
39
Walmart
WMT
$846B
$1.41M 0.71%
14,369
+1,185
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$70.7B
$1.36M 0.68%
51,183
+19,242
MBB icon
41
iShares MBS ETF
MBB
$41.8B
$1.32M 0.66%
14,039
-8,177
VTV icon
42
Vanguard Value ETF
VTV
$149B
$1.28M 0.65%
7,266
-1,445
V icon
43
Visa
V
$674B
$1.21M 0.61%
3,360
-184
JPM icon
44
JPMorgan Chase
JPM
$818B
$1.2M 0.6%
4,131
-692
FELC icon
45
Fidelity Enhanced Large Cap Core ETF
FELC
$5.37B
$1.19M 0.6%
34,555
+7,559
QQQ icon
46
Invesco QQQ Trust
QQQ
$392B
$1.09M 0.55%
1,982
+269
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.07M 0.54%
2,194
+213
EFG icon
48
iShares MSCI EAFE Growth ETF
EFG
$11.6B
$1.02M 0.51%
9,093
-5,657
VGT icon
49
Vanguard Information Technology ETF
VGT
$112B
$1.02M 0.51%
1,534
+207
MSTY icon
50
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.32B
$1.02M 0.51%
+45,852
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