We are live on ! Find out more
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
$199M
AUM Growth
+$170K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$961K
3
+$810K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$780K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$705K

Top Sells

1
+$1.02M
2
+$845K
3
+$805K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$766K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$762K

Sector Composition

1 Technology 6.87%
2 Consumer Discretionary 2.67%
3 Financials 1.74%
4 Communication Services 1.43%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.06%
47,426
+2,556
27
$2M 1.01%
54,677
+3,355
28
$1.98M 0.99%
83,868
+8,740
29
$1.94M 0.98%
24,240
+744
30
$1.94M 0.97%
9,952
-3,542
31
$1.83M 0.92%
49,082
+14,527
32
$1.78M 0.9%
66,233
+45,826
33
$1.78M 0.89%
8,089
-2,004
34
$1.76M 0.89%
14,617
-1,173
35
$1.69M 0.85%
62,112
-74
36
$1.68M 0.84%
5,209
+75
37
$1.68M 0.84%
24,717
-9,218
38
$1.61M 0.81%
72,451
-1,018
39
$1.5M 0.76%
7,274
-38
40
$1.49M 0.75%
15,968
+3,696
41
$1.39M 0.7%
21,130
-3,932
42
$1.28M 0.64%
3,911
+879
43
$1.25M 0.63%
12,158
-2,211
44
$1.25M 0.63%
6,689
-577
45
$1.13M 0.57%
4,650
-809
46
$1.1M 0.55%
11,551
-2,488
47
$1.03M 0.52%
1,405
-627
48
$934K 0.47%
13,377
+4,207
49
$929K 0.47%
16,147
+7,999
50
$904K 0.45%
2,865
-1,266
1
2
3 4 5