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
76
$605K 0.31%
26,354
+1,233
77
$605K 0.3%
1,060
+141
78
$598K 0.3%
2,229
+118
79
$592K 0.3%
7,654
-876
80
$581K 0.29%
11,759
+2,771
81
$567K 0.29%
+11,099
82
$545K 0.27%
+20,407
83
$524K 0.26%
1,057
+138
84
$517K 0.26%
5,577
+867
85
$514K 0.26%
+3,521
86
$513K 0.26%
+5,058
87
$500K 0.25%
15,148
-1,343
88
$500K 0.25%
2,027
-92
89
$492K 0.25%
45,389
+647
90
$485K 0.24%
4,499
+841
91
$483K 0.24%
3,450
+450
92
$459K 0.23%
1,664
-784
93
$449K 0.23%
5,813
+156
94
$433K 0.22%
6,226
+472
95
$424K 0.21%
+8,148
96
$407K 0.21%
4,611
-5,720
97
$400K 0.2%
4,988
+600
98
$399K 0.2%
2,507
+292
99
$386K 0.19%
1,740
+612
100
$368K 0.19%
1,003
+397
2 3
4
5 6