MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+7.31%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$18.3M
(+16%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
8.44%
Top 10 Holdings %
Top 10 Hldgs %
42.28%
Holding
164
New
55
Increased
53
Reduced
50
Closed
5
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$2.57M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.71M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.31M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$963K |
| 5 |
iShares Bitcoin Trust
IBIT
|
$832K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.55M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.19M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.11M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.03M |
| 5 |
iShares S&P 100 ETF
OEF
|
$882K |
Sector Composition
| 1 | Technology | 4.74% |
| 2 | Communication Services | 1.52% |
| 3 | Consumer Staples | 1.39% |
| 4 | Consumer Discretionary | 1.38% |
| 5 | Financials | 1.11% |
