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
101
$359K 0.18%
4,438
+660
102
$359K 0.18%
14,453
+4,725
103
$350K 0.18%
1,456
+276
104
$342K 0.17%
4,125
+100
105
$342K 0.17%
2,670
+13
106
$340K 0.17%
1,370
+406
107
$337K 0.17%
600
-482
108
$336K 0.17%
5,392
-834
109
$333K 0.17%
13,071
+4,750
110
$331K 0.17%
2,165
-527
111
$328K 0.17%
993
-803
112
$322K 0.16%
+1,060
113
$320K 0.16%
897
+122
114
$316K 0.16%
+3,384
115
$315K 0.16%
318
-191
116
$314K 0.16%
14,496
-50
117
$312K 0.16%
12,084
+1,508
118
$308K 0.16%
+5,589
119
$307K 0.15%
+397
120
$306K 0.15%
+10,645
121
$302K 0.15%
+2,682
122
$299K 0.15%
960
-148
123
$296K 0.15%
3,510
-97
124
$292K 0.15%
+4,574
125
$287K 0.14%
+2,108
3 4
5
6 7