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
GOVT icon
76
iShares US Treasury Bond ETF
GOVT
$28.5B
$605K 0.31%
26,354
+1,233
ROP icon
77
Roper Technologies
ROP
$51.5B
$605K 0.3%
1,060
+141
PGR icon
78
Progressive
PGR
$128B
$598K 0.3%
2,229
+118
IXUS icon
79
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$592K 0.3%
7,654
-876
CPRT icon
80
Copart
CPRT
$43.2B
$581K 0.29%
11,759
+2,771
IAGG icon
81
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$567K 0.29%
+11,099
SCHP icon
82
Schwab US TIPS ETF
SCHP
$14.5B
$545K 0.27%
+20,407
CHE icon
83
Chemed
CHE
$6.36B
$524K 0.26%
1,057
+138
EMB icon
84
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$517K 0.26%
5,577
+867
RTX icon
85
RTX Corp
RTX
$240B
$514K 0.26%
+3,521
TLH icon
86
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$513K 0.26%
+5,058
IAUM icon
87
iShares Gold Trust Micro
IAUM
$4.79B
$500K 0.25%
15,148
-1,343
IWY icon
88
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$500K 0.25%
2,027
-92
F icon
89
Ford
F
$55.1B
$492K 0.25%
45,389
+647
XOM icon
90
Exxon Mobil
XOM
$492B
$485K 0.24%
4,499
+841
NFLX icon
91
Netflix
NFLX
$464B
$483K 0.24%
345
+45
AVGO icon
92
Broadcom
AVGO
$1.67T
$459K 0.23%
1,664
-784
BIV icon
93
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$449K 0.23%
5,813
+156
BLV icon
94
Vanguard Long-Term Bond ETF
BLV
$5.84B
$433K 0.22%
6,226
+472
XLG icon
95
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$424K 0.21%
+8,148
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$407K 0.21%
4,611
-5,720
WFC icon
97
Wells Fargo
WFC
$272B
$400K 0.2%
4,988
+600
PG icon
98
Procter & Gamble
PG
$357B
$399K 0.2%
2,507
+292
LOW icon
99
Lowe's Companies
LOW
$136B
$386K 0.19%
1,740
+612
HD icon
100
Home Depot
HD
$385B
$368K 0.19%
1,003
+397
2 3
4
5 6