MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
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
+$1.52M
2
+$1.32M
3
+$1.09M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.05M
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$1.02M

Top Sells

1
+$2.59M
2
+$2.1M
3
+$1.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.15M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$793K

Sector Composition

1 Technology 7.8%
2 Consumer Discretionary 2.99%
3 Financials 2.73%
4 Communication Services 1.64%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
126
Alphabet (Google) Class C
GOOG
$3.34T
$283K 0.14%
1,560
+102
XLU icon
127
Utilities Select Sector SPDR Fund
XLU
$21.8B
$281K 0.14%
3,506
+461
BUFR icon
128
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$278K 0.14%
+8,744
ACN icon
129
Accenture
ACN
$152B
$275K 0.14%
+922
QLTA icon
130
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$273K 0.14%
5,703
-4,265
XLC icon
131
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
$267K 0.13%
+2,489
SYK icon
132
Stryker
SYK
$139B
$264K 0.13%
668
+84
BUFF icon
133
Innovator Laddered Allocation Power Buffer ETF
BUFF
$806M
$264K 0.13%
+5,616
SPYG icon
134
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.5B
$259K 0.13%
+2,774
ELV icon
135
Elevance Health
ELV
$72.4B
$258K 0.13%
662
+116
SO icon
136
Southern Company
SO
$99.9B
$250K 0.13%
2,722
+52
LMT icon
137
Lockheed Martin
LMT
$108B
$247K 0.12%
534
+54
GD icon
138
General Dynamics
GD
$93B
$246K 0.12%
843
+64
BAC icon
139
Bank of America
BAC
$384B
$244K 0.12%
+5,148
GE icon
140
GE Aerospace
GE
$322B
$242K 0.12%
941
-869
CRWD icon
141
CrowdStrike
CRWD
$135B
$239K 0.12%
+470
HDEF icon
142
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.16B
$235K 0.12%
8,130
FBTC icon
143
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$231K 0.12%
+2,453
FAAR icon
144
First Trust Alternative Absolute Return Strategy ETF
FAAR
$112M
$226K 0.11%
8,170
+840
SPDW icon
145
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$226K 0.11%
+5,583
IEFA icon
146
iShares Core MSCI EAFE ETF
IEFA
$158B
$223K 0.11%
2,675
-849
FMF icon
147
First Trust Managed Futures Strategy Fund
FMF
$185M
$223K 0.11%
4,936
+463
TMO icon
148
Thermo Fisher Scientific
TMO
$217B
$222K 0.11%
+541
ORCL icon
149
Oracle
ORCL
$635B
$221K 0.11%
+951
VCR icon
150
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$220K 0.11%
607
-8
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6
7