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
$199M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.19M
3
+$1.01M
4
UPSD
Aptus Large Cap Upside ETF
UPSD
+$1M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$961K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.07M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$783K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 2.99%
3 Financials 2.7%
4 Communication Services 1.64%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.04%
5,134
+3,264
27
$1.83M 0.92%
44,870
+14,512
28
$1.75M 0.88%
51,322
-3,163
29
$1.74M 0.87%
15,790
-1,933
30
$1.73M 0.87%
31,765
+47
31
$1.72M 0.86%
3,916
-814
32
$1.69M 0.85%
75,128
-9,295
33
$1.64M 0.83%
73,469
-7,464
34
$1.52M 0.77%
2,032
+227
35
$1.52M 0.77%
5,004
+2,081
36
$1.52M 0.76%
+62,186
37
$1.5M 0.76%
25,062
+12,611
38
$1.43M 0.72%
7,312
+2,391
39
$1.41M 0.71%
14,369
+1,185
40
$1.36M 0.68%
51,183
+19,242
41
$1.32M 0.66%
14,039
-8,177
42
$1.28M 0.65%
7,266
-1,445
43
$1.21M 0.61%
3,360
-184
44
$1.2M 0.6%
4,131
-692
45
$1.19M 0.6%
34,555
+7,559
46
$1.09M 0.55%
1,982
+269
47
$1.07M 0.54%
2,194
+213
48
$1.02M 0.51%
9,093
-5,657
49
$1.02M 0.51%
1,534
+207
50
$1.02M 0.51%
+9,170
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