MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
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
+$1.24M
2
+$999K
3
+$842K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$779K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$706K

Top Sells

1
+$1.16M
2
+$845K
3
+$822K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$770K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$766K

Sector Composition

1 Technology 6.78%
2 Consumer Discretionary 2.67%
3 Financials 1.83%
4 Communication Services 1.43%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHZ icon
51
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
$885K 0.45%
37,722
+455
BNDX icon
52
Vanguard Total International Bond ETF
BNDX
$73.6B
$885K 0.45%
17,888
-882
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.08T
$880K 0.44%
1,751
-443
GLD icon
54
SPDR Gold Trust
GLD
$145B
$877K 0.44%
2,467
-273
BSV icon
55
Vanguard Short-Term Bond ETF
BSV
$41.4B
$844K 0.43%
10,699
-474
BAI
56
iShares A.I. Innovation and Tech Active ETF
BAI
$7.81B
$841K 0.42%
24,630
+13,985
V icon
57
Visa
V
$671B
$836K 0.42%
2,449
-911
CPRY
58
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$56.3M
$829K 0.42%
31,844
+3,184
PGF icon
59
Invesco Financial Preferred ETF
PGF
$764M
$799K 0.4%
54,638
-3,503
TSLA icon
60
Tesla
TSLA
$1.53T
$789K 0.4%
1,774
-450
THRO
61
iShares U.S. Thematic Rotation Active ETF
THRO
$6.92B
$762K 0.38%
20,116
-624
BINC icon
62
BlackRock Flexible Income ETF
BINC
$14.5B
$699K 0.35%
13,128
+177
XTEN icon
63
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$759M
$683K 0.34%
14,653
-3
OEF icon
64
iShares S&P 100 ETF
OEF
$28.9B
$644K 0.32%
1,936
+876
VGLT icon
65
Vanguard Long-Term Treasury ETF
VGLT
$9.94B
$594K 0.3%
10,443
-1,808
IAGG icon
66
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$588K 0.3%
11,484
+385
VMBS icon
67
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$564K 0.28%
12,008
-1,392
F icon
68
Ford
F
$54.8B
$559K 0.28%
46,731
+1,342
IAUM icon
69
iShares Gold Trust Micro
IAUM
$5.74B
$542K 0.27%
14,083
-1,065
IWY icon
70
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$538K 0.27%
1,967
-60
TLH icon
71
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$536K 0.27%
5,205
+147
IXUS icon
72
iShares Core MSCI Total International Stock ETF
IXUS
$51.5B
$531K 0.27%
6,434
-1,220
PWR icon
73
Quanta Services
PWR
$65.3B
$491K 0.25%
1,185
-517
GOVT icon
74
iShares US Treasury Bond ETF
GOVT
$33.2B
$490K 0.25%
21,205
-5,149
IMCG icon
75
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.11B
$489K 0.25%
5,913
+1,475
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3
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