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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
76
$487K 0.24%
9,958
+4,342
77
$480K 0.24%
799
-1,183
78
$479K 0.24%
1,847
+477
79
$479K 0.24%
3,347
-1,407
80
$461K 0.23%
1,936
-723
81
$455K 0.23%
1,378
-286
82
$446K 0.22%
2,317
-768
83
$438K 0.22%
2,380
-675
84
$427K 0.21%
5,468
-345
85
$425K 0.21%
1,719
-510
86
$424K 0.21%
9,728
+2,716
87
$418K 0.21%
5,904
-322
88
$414K 0.21%
3,495
+1,006
89
$413K 0.21%
4,932
-56
90
$406K 0.2%
12,158
+3,414
91
$405K 0.2%
4,254
-3,991
92
$399K 0.2%
8,871
-2,888
93
$397K 0.2%
5,452
+60
94
$389K 0.2%
780
-280
95
$384K 0.19%
4,302
-309
96
$382K 0.19%
504
-420
97
$381K 0.19%
1,563
+3
98
$379K 0.19%
847
-210
99
$378K 0.19%
3,975
-1,602
100
$372K 0.19%
2,671
+1
2 3
4
5 6