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
51
$969K 0.49%
5,459
+1,705
52
$930K 0.47%
18,770
+28
53
$880K 0.44%
11,173
+27
54
$866K 0.44%
37,267
-7,292
55
$857K 0.43%
8,302
+832
56
$846K 0.43%
3,032
+640
57
$845K 0.43%
14,326
-10,515
58
$835K 0.42%
2,740
+310
59
$823K 0.41%
58,141
+19,542
60
$774K 0.39%
8,245
-302
61
$766K 0.39%
31,656
+169
62
$737K 0.37%
+20,740
63
$723K 0.36%
2,224
+256
64
$721K 0.36%
4,167
-739
65
$717K 0.36%
28,660
+7,441
66
$690K 0.35%
12,251
-31
67
$684K 0.34%
12,951
+689
68
$683K 0.34%
+3,085
69
$677K 0.34%
+14,656
70
$655K 0.33%
4,754
+1,344
71
$649K 0.33%
2,659
+332
72
$645K 0.32%
924
+437
73
$642K 0.32%
1,702
-53
74
$626K 0.32%
+3,055
75
$621K 0.31%
13,400
-562
1 2
3
4 5