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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
$227M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.11M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$746K
5
CORO
iShares International Country Rotation Active ETF
CORO
+$644K

Top Sells

1
+$925K
2
+$656K
3
+$634K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$435K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$424K

Sector Composition

1 Technology 5.84%
2 Consumer Discretionary 2.44%
3 Communication Services 1.67%
4 Financials 1.66%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$44.2B
$585K 0.26%
10,315
+1,117
IAGG icon
77
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$580K 0.26%
11,600
+501
FBTC icon
78
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$557K 0.24%
9,432
+6,566
ACWX icon
79
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$553K 0.24%
+8,072
BLCR icon
80
BlackRock Large Cap Core ETF
BLCR
$5.87B
$539K 0.24%
+13,117
F icon
81
Ford
F
$56.8B
$538K 0.24%
46,606
+749
VHT icon
82
Vanguard Health Care ETF
VHT
$16.9B
$531K 0.23%
1,951
-51
TLH icon
83
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$525K 0.23%
5,216
+469
IXUS icon
84
iShares Core MSCI Total International Stock ETF
IXUS
$56.9B
$522K 0.23%
6,020
-327
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.7B
$521K 0.23%
6,614
+219
VMBS icon
86
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$519K 0.23%
11,054
-199
AMT icon
87
American Tower
AMT
$89.2B
$514K 0.23%
2,977
+241
XLU icon
88
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$510K 0.22%
11,119
+601
BINC icon
89
BlackRock Flexible Income ETF
BINC
$16.2B
$498K 0.22%
9,590
-3,175
SPEM icon
90
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$477K 0.21%
10,177
+2,641
AVGO icon
91
Broadcom
AVGO
$1.79T
$469K 0.21%
1,516
+40
EFG icon
92
iShares MSCI EAFE Growth ETF
EFG
$16.1B
$459K 0.2%
+4,119
APH icon
93
Amphenol
APH
$184B
$452K 0.2%
+3,581
SPMO icon
94
Invesco S&P 500 Momentum ETF
SPMO
$19.4B
$449K 0.2%
4,006
+62
XLC icon
95
State Street Communication Services Select Sector SPDR ETF
XLC
$23.8B
$437K 0.19%
3,938
+43
NFLX icon
96
Netflix
NFLX
$339B
$435K 0.19%
4,525
+684
AVEM icon
97
Avantis Emerging Markets Equity ETF
AVEM
$24.8B
$426K 0.19%
5,292
+602
WFC icon
98
Wells Fargo
WFC
$251B
$415K 0.18%
5,215
+280
PGR icon
99
Progressive
PGR
$119B
$415K 0.18%
2,091
+189
BIV icon
100
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$410K 0.18%
5,316
-47
2 3
4
5 6