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
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$3.14T
$969K 0.49%
5,459
+1,705
BNDX icon
52
Vanguard Total International Bond ETF
BNDX
$69.7B
$930K 0.47%
18,770
+28
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$39B
$880K 0.44%
11,173
+27
SCHZ icon
54
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
$866K 0.44%
37,267
-7,292
STIP icon
55
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$857K 0.43%
8,302
+832
SMH icon
56
VanEck Semiconductor ETF
SMH
$35.7B
$846K 0.43%
3,032
+640
VGSH icon
57
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$845K 0.43%
14,326
-10,515
GLD icon
58
SPDR Gold Trust
GLD
$131B
$835K 0.42%
2,740
+310
PGF icon
59
Invesco Financial Preferred ETF
PGF
$797M
$823K 0.41%
58,141
+19,542
USMV icon
60
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$774K 0.39%
8,245
-302
TDSC icon
61
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$137M
$766K 0.39%
31,656
+169
THRO
62
iShares U.S. Thematic Rotation Active ETF
THRO
$6.44B
$737K 0.37%
+20,740
TSLA icon
63
Tesla
TSLA
$1.44T
$723K 0.36%
2,224
+256
IYW icon
64
iShares US Technology ETF
IYW
$22.8B
$721K 0.36%
4,167
-739
CPRY
65
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$60.6M
$717K 0.36%
28,660
+7,441
VGLT icon
66
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$690K 0.35%
12,251
-31
BINC icon
67
BlackRock Flexible Income ETF
BINC
$12.6B
$684K 0.34%
12,951
+689
AMT icon
68
American Tower
AMT
$89.7B
$683K 0.34%
+3,085
XTEN icon
69
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$753M
$677K 0.34%
+14,656
FANG icon
70
Diamondback Energy
FANG
$42.2B
$655K 0.33%
4,754
+1,344
BR icon
71
Broadridge
BR
$27.1B
$649K 0.33%
2,659
+332
PH icon
72
Parker-Hannifin
PH
$97.7B
$645K 0.32%
924
+437
PWR icon
73
Quanta Services
PWR
$65.7B
$642K 0.32%
1,702
-53
NOW icon
74
ServiceNow
NOW
$193B
$626K 0.32%
+611
VMBS icon
75
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$621K 0.31%
13,400
-562
1 2
3
4 5