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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$901K
3
+$898K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$813K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$802K

Top Sells

1
+$813K
2
+$248K
3
+$248K
4
PH icon
Parker-Hannifin
PH
+$218K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.64%
3 Communication Services 1.83%
4 Financials 1.77%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
126
Roper Technologies
ROP
$35.7B
$266K 0.12%
597
-183
DFIS icon
127
Dimensional International Small Cap ETF
DFIS
$5.15B
$265K 0.12%
+8,038
LOW icon
128
Lowe's Companies
LOW
$134B
$254K 0.12%
1,055
+156
DFAW icon
129
Dimensional World Equity ETF
DFAW
$1.13B
$252K 0.12%
+3,413
HDEF icon
130
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.27B
$252K 0.12%
8,130
VYM icon
131
Vanguard High Dividend Yield ETF
VYM
$72.3B
$250K 0.12%
+1,743
HD icon
132
Home Depot
HD
$337B
$250K 0.11%
726
+72
EMB icon
133
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.2B
$247K 0.11%
2,569
-1,406
DIS icon
134
Walt Disney
DIS
$176B
$245K 0.11%
+2,157
PLTR icon
135
Palantir
PLTR
$367B
$245K 0.11%
1,374
+52
DFGX icon
136
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
$1.45B
$243K 0.11%
+4,625
FMF icon
137
First Trust Managed Futures Strategy Fund
FMF
$248M
$238K 0.11%
5,059
+88
FAAR icon
138
First Trust Alternative Absolute Return Strategy ETF
FAAR
$171M
$229K 0.11%
8,455
+667
VO icon
139
Vanguard Mid-Cap ETF
VO
$91.9B
$223K 0.1%
+768
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.86B
$222K 0.1%
+3,107
SPMD icon
141
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.5B
$220K 0.1%
+3,801
GE icon
142
GE Aerospace
GE
$322B
$219K 0.1%
710
FBTC icon
143
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.29B
$218K 0.1%
2,866
+416
LMT icon
144
Lockheed Martin
LMT
$150B
$218K 0.1%
450
-7
FTLS icon
145
First Trust Long/Short Equity ETF
FTLS
$2.14B
$217K 0.1%
3,051
-98
ELV icon
146
Elevance Health
ELV
$63.5B
$210K 0.1%
+598
PH icon
147
Parker-Hannifin
PH
$114B
$209K 0.1%
238
-266
SYK icon
148
Stryker
SYK
$129B
$208K 0.1%
+591
FISR icon
149
State Street Fixed Income Sector Rotation ETF
FISR
$355M
$206K 0.09%
+7,953
IWM icon
150
iShares Russell 2000 ETF
IWM
$69.7B
$205K 0.09%
+834
3 4 5
6
7