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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
$227M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.11M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$746K
5
CORO
iShares International Country Rotation Active ETF
CORO
+$644K

Top Sells

1
+$925K
2
+$656K
3
+$634K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$435K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$424K

Sector Composition

1 Technology 5.84%
2 Consumer Discretionary 2.44%
3 Communication Services 1.67%
4 Financials 1.66%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHLD icon
126
Global X Defense Tech ETF
SHLD
$7.65B
$327K 0.14%
4,614
+1,516
IDEV icon
127
iShares Core MSCI International Developed Markets ETF
IDEV
$29.9B
$325K 0.14%
+3,887
SPYG icon
128
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$323K 0.14%
3,303
+41
TLT icon
129
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$323K 0.14%
3,724
-366
DSCO
130
DoubleLine Securitized Credit ETF
DSCO
$195M
$312K 0.14%
+12,544
VV icon
131
Vanguard Large-Cap ETF
VV
$50.9B
$308K 0.14%
+1,032
VT icon
132
Vanguard Total World Stock ETF
VT
$73.4B
$305K 0.13%
+2,206
IWM icon
133
iShares Russell 2000 ETF
IWM
$78.7B
$301K 0.13%
1,215
+381
DFIS icon
134
Dimensional International Small Cap ETF
DFIS
$5.71B
$296K 0.13%
8,780
+742
CI icon
135
Cigna
CI
$77.9B
$287K 0.13%
1,074
+41
GD icon
136
General Dynamics
GD
$96.5B
$279K 0.12%
813
-1
DFAI icon
137
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$277K 0.12%
7,098
+19
FAAR icon
138
First Trust Alternative Absolute Return Strategy ETF
FAAR
$174M
$268K 0.12%
7,950
-505
LMT icon
139
Lockheed Martin
LMT
$125B
$267K 0.12%
442
-8
SHOP icon
140
Shopify
SHOP
$136B
$266K 0.12%
2,243
+172
HDEF icon
141
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.24B
$263K 0.12%
8,130
JNJ icon
142
Johnson & Johnson
JNJ
$580B
$255K 0.11%
+1,042
DFAW icon
143
Dimensional World Equity ETF
DFAW
$1.36B
$252K 0.11%
3,421
+8
GLDM icon
144
SPDR Gold MiniShares Trust
GLDM
$27.6B
$251K 0.11%
2,709
-2,246
IWX icon
145
iShares Russell Top 200 Value ETF
IWX
$3.47B
$251K 0.11%
2,707
-449
SYSB
146
iShares Systematic Bond ETF
SYSB
$1.11B
$244K 0.11%
+2,740
DFGX icon
147
Dimensional International Core Fixed Income ETF
DFGX
$1.59B
$243K 0.11%
4,625
PLTR icon
148
Palantir
PLTR
$307B
$242K 0.11%
1,657
+283
FMF icon
149
First Trust Managed Futures Strategy Fund
FMF
$258M
$241K 0.11%
4,770
-289
FISR icon
150
State Street Fixed Income Sector Rotation ETF
FISR
$479M
$238K 0.1%
9,272
+1,319
4 5
6
7 8