MWM
Maripau Wealth Management Portfolio holdings
AUM
$217M
1-Year Est. Return
15.83%
This Fund
S&P 500
1 Year Est. Return
+15.83%
AUM
$217M
AUM Growth
+$18.8M
(+9.4%)
Holding
158
Top Buys
| 1 | +$1.26M | |
| 2 | +$901K | |
| 3 | +$898K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$813K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$802K |
Top Sells
| 1 | +$813K | |
| 2 | +$248K | |
| 3 | +$248K | |
| 4 |
Parker-Hannifin
PH
|
+$218K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$216K |
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Consumer Discretionary | 2.64% |
| 3 | Communication Services | 1.83% |
| 4 | Financials | 1.77% |
| 5 | Consumer Staples | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.99B
| $204K | 0.09% |
4,088
-639
|
|
||
152
Global X Defense Tech ETF
SHLD
$7.88B
| $201K | 0.09% |
3,098
-16
|
|
||
153
Opendoor
OPEN
$4.64B
| $95.9K | 0.04% |
+16,443
|
|
||
154
Gevo
GEVO
$589M
| $25.4K | 0.01% |
12,710
+2,350
|
|
||
155
Cipher Digital Inc. Common Stock
CIFR
$5.55B
| – | – |
-14,000
|
|
||
156
iShares MSCI EAFE Growth ETF
EFG
$9.41B
| – | – |
-1,872
|
|
||
157
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.69B
| – | – |
-5,119
|
|
||
|
158
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
| – | – |
-2,085
|
|