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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
$199M
AUM Growth
+$170K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$961K
3
+$810K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$780K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$705K

Top Sells

1
+$1.02M
2
+$845K
3
+$805K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$766K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$762K

Sector Composition

1 Technology 6.87%
2 Consumer Discretionary 2.67%
3 Financials 1.74%
4 Communication Services 1.43%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.12%
8,130
127
$237K 0.12%
7,788
-382
128
$235K 0.12%
+4,727
129
$228K 0.11%
457
-77
130
$226K 0.11%
899
-841
131
$220K 0.11%
3,149
-164
132
$219K 0.11%
+3,114
133
$216K 0.11%
2,085
-6,217
134
$214K 0.11%
710
-231
135
$213K 0.11%
1,872
-7,221
136
$176K 0.09%
14,000
+4,000
137
$20.3K 0.01%
10,360
-2,000
138
– –
-16,590
139
– –
-3,521
140
– –
-2,722
141
– –
-922
142
– –
-897
143
– –
-5,148
144
– –
-14,496
145
– –
-5,589
146
– –
-470
147
– –
-4,574
148
– –
-662
149
– –
-1,586
150
– –
-12,084
3 4 5
6
7