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
126
$283K 0.14%
1,560
+102
127
$281K 0.14%
7,012
+922
128
$278K 0.14%
+8,744
129
$275K 0.14%
+922
130
$273K 0.14%
5,703
-4,265
131
$267K 0.13%
+2,489
132
$264K 0.13%
668
+84
133
$264K 0.13%
+5,616
134
$259K 0.13%
+2,774
135
$258K 0.13%
662
+116
136
$250K 0.13%
2,722
+52
137
$247K 0.12%
534
+54
138
$246K 0.12%
843
+64
139
$244K 0.12%
+5,148
140
$242K 0.12%
941
-869
141
$239K 0.12%
+470
142
$235K 0.12%
8,130
143
$231K 0.12%
+2,453
144
$226K 0.11%
8,170
+840
145
$226K 0.11%
+5,583
146
$223K 0.11%
2,675
-849
147
$223K 0.11%
4,936
+463
148
$222K 0.11%
+541
149
$221K 0.11%
+951
150
$220K 0.11%
607
-8
3 4 5
6
7