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
$174M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.86M
3
+$1.7M
4
UPSD
Aptus Large Cap Upside ETF
UPSD
+$1.59M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.52M

Top Sells

1
+$1.07M
2
+$1M
3
+$871K
4
MBB icon
iShares MBS ETF
MBB
+$843K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$806K

Sector Composition

1 Technology 4.98%
2 Financials 3.18%
3 Consumer Discretionary 1.7%
4 Healthcare 1.51%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.12%
480
-183
127
$212K 0.12%
779
+9
128
$212K 0.12%
7,330
-261
129
$209K 0.12%
4,098
-195
130
$206K 0.12%
1,234
-3,131
131
$206K 0.12%
4,473
-166
132
$204K 0.12%
4,010
-354
133
$203K 0.12%
+8,321
134
$200K 0.11%
615
135
– –
-1,400
136
– –
-4,701
137
– –
-3,448
138
– –
-2,531
139
– –
-2,679
140
– –
-2,198
141
– –
-18,749
142
– –
-4,485
143
– –
-2,183
144
– –
-3,757
145
– –
-1,598
146
– –
-10,712
147
– –
-3,957
148
– –
-5,338
149
– –
-16,937
150
– –
-3,548
3 4 5
6
7