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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
51
$885K 0.45%
37,722
+455
52
$885K 0.45%
17,888
-882
53
$880K 0.44%
1,751
-443
54
$877K 0.44%
2,467
-273
55
$844K 0.43%
10,699
-474
56
$841K 0.42%
24,630
+13,985
57
$836K 0.42%
2,449
-911
58
$829K 0.42%
31,844
+3,184
59
$799K 0.4%
54,638
-3,503
60
$789K 0.4%
1,774
-450
61
$762K 0.38%
20,116
-624
62
$699K 0.35%
13,128
+177
63
$683K 0.34%
14,653
-3
64
$644K 0.32%
1,936
+876
65
$594K 0.3%
10,443
-1,808
66
$588K 0.3%
11,484
+385
67
$564K 0.28%
12,008
-1,392
68
$559K 0.28%
46,731
+1,342
69
$542K 0.27%
14,083
-1,065
70
$538K 0.27%
1,967
-60
71
$536K 0.27%
5,205
+147
72
$531K 0.27%
6,434
-1,220
73
$491K 0.25%
1,185
-517
74
$490K 0.25%
21,205
-5,149
75
$489K 0.25%
5,913
+1,475
1 2
3
4 5