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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
PFF icon
151
iShares Preferred and Income Securities ETF
PFF
$13.5B
$237K 0.1%
+7,825
UBER icon
152
Uber
UBER
$138B
$237K 0.1%
+3,288
DIS icon
153
Walt Disney
DIS
$171B
$236K 0.1%
2,447
+290
IDEF
154
iShares Defense Industrials Active ETF
IDEF
$3.89B
$231K 0.1%
+7,055
CIBR icon
155
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.8B
$226K 0.1%
3,613
+506
TT icon
156
Trane Technologies
TT
$100B
$226K 0.1%
+542
XHLF icon
157
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.92B
$219K 0.1%
+4,351
MU icon
158
Micron Technology
MU
$1.02T
$215K 0.09%
637
-436
PH icon
159
Parker-Hannifin
PH
$112B
$212K 0.09%
237
-1
SPHQ icon
160
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
$212K 0.09%
+2,814
SHV icon
161
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$207K 0.09%
+1,879
FTLS icon
162
First Trust Long/Short Equity ETF
FTLS
$2.32B
$206K 0.09%
2,921
-130
PG icon
163
Procter & Gamble
PG
$346B
$201K 0.09%
+1,392
OPEN icon
164
Opendoor
OPEN
$4.29B
$55K 0.02%
11,743
-4,700
ABTC
165
American Bitcoin Corp
ABTC
$873M
$37.5K 0.02%
+40,573
GEVO icon
166
Gevo
GEVO
$360M
$36.7K 0.02%
13,460
+750
ELV icon
167
Elevance Health
ELV
$86.6B
– –
-598
HD icon
168
Home Depot
HD
$320B
– –
-726
IAU icon
169
iShares Gold Trust
IAU
$63.3B
– –
-4,996
LMBS icon
170
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.29B
– –
-4,088
LOW icon
171
Lowe's Companies
LOW
$122B
– –
-1,055
OEF icon
172
iShares S&P 100 ETF
OEF
$19.6B
– –
-1,849
ROP icon
173
Roper Technologies
ROP
$33.1B
– –
-597
SYK icon
174
Stryker
SYK
$116B
– –
-591
XLG icon
175
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
– –
-15,596
4 5 6
7
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