MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+9.78%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$24.3M
(+14%)
Cap. Flow
+$9.5M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
171
New
37
Increased
73
Reduced
49
Closed
11
Top Buys
| 1 |
GameStop
GME
|
+$1.52M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.32M |
| 3 |
UPSD
Aptus Large Cap Upside ETF
UPSD
|
+$1.09M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$1.05M |
| 5 |
YieldMax MSTR Option Income Strategy ETF
MSTY
|
+$1.02M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.59M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.72M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.15M |
| 5 |
iShares Core Total USD Bond Market 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% |
