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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
101
$370K 0.19%
14,478
+25
102
$347K 0.17%
1,233
+282
103
$342K 0.17%
13,098
+27
104
$341K 0.17%
3,028
-1,471
105
$341K 0.17%
+4,465
106
$337K 0.17%
+5,896
107
$335K 0.17%
2,548
+932
108
$311K 0.16%
784
+177
109
$310K 0.16%
7,234
+1,651
110
$304K 0.15%
2,530
-920
111
$303K 0.15%
2,507
-175
112
$293K 0.15%
1,016
+23
113
$293K 0.15%
3,330
-180
114
$287K 0.14%
1,120
-336
115
$286K 0.14%
375
-22
116
$283K 0.14%
830
-13
117
$279K 0.14%
302
-16
118
$279K 0.14%
+5,957
119
$273K 0.14%
2,611
-163
120
$271K 0.14%
+1,823
121
$265K 0.13%
654
-349
122
$248K 0.12%
5,119
-584
123
$245K 0.12%
2,450
-3
124
$242K 0.12%
4,971
+35
125
$241K 0.12%
1,322
-786
3 4
5
6 7