MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
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 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTLS icon
151
First Trust Long/Short Equity ETF
FTLS
$2.01B
$220K 0.11%
3,313
-84
ESGU icon
152
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$215K 0.11%
1,586
-705
SPAB icon
153
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.72B
$213K 0.11%
+8,305
XLSR icon
154
SPDR SSGA US Sector Rotation ETF
XLSR
$855M
$211K 0.11%
3,846
-164
PHM icon
155
Pultegroup
PHM
$23.5B
$210K 0.11%
+1,996
VFMV icon
156
Vanguard US Minimum Volatility ETF
VFMV
$299M
$207K 0.1%
+1,616
RPHS icon
157
Regents Park Hedged Market Strategy ETF
RPHS
$54.7M
$173K 0.09%
+16,590
QYLD icon
158
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.39B
$83.3K 0.04%
+12,278
CIFR icon
159
Cipher Mining
CIFR
$8.13B
$47.8K 0.02%
+10,000
GEVO icon
160
Gevo
GEVO
$597M
$15K 0.01%
+12,360
VYM icon
161
Vanguard High Dividend Yield ETF
VYM
$65.6B
– –
-1,781
AGG icon
162
iShares Core US Aggregate Bond ETF
AGG
$133B
– –
-3,137
BIL icon
163
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
– –
-3,590
CVX icon
164
Chevron
CVX
$313B
– –
-1,234
EMXC icon
165
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
– –
-11,065
FTSM icon
166
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
– –
-5,631
GBIL icon
167
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
– –
-2,463
MS icon
168
Morgan Stanley
MS
$261B
– –
-2,166
SHV icon
169
iShares Short Treasury Bond ETF
SHV
$20.7B
– –
-5,402
USIG icon
170
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
– –
-4,098
VCSH icon
171
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
– –
-4,730
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