MWM

Maripau Wealth Management Portfolio holdings

AUM $217M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$1.67M
2
+$1.19M
3
+$1.01M
4
UPSD
Aptus Large Cap Upside ETF
UPSD
+$1M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$961K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.07M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$783K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 2.99%
3 Financials 2.7%
4 Communication Services 1.64%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.11%
3,313
-84
152
$215K 0.11%
1,586
-705
153
$213K 0.11%
+8,305
154
$211K 0.11%
3,846
-164
155
$210K 0.11%
+1,996
156
$207K 0.1%
+1,616
157
$173K 0.09%
+16,590
158
$83.3K 0.04%
+12,278
159
$47.8K 0.02%
+10,000
160
$15K 0.01%
+12,360
161
– –
-3,137
162
– –
-3,590
163
– –
-1,234
164
– –
-11,065
165
– –
-5,631
166
– –
-2,463
167
– –
-2,166
168
– –
-5,402
169
– –
-4,098
170
– –
-4,730
171
– –
-1,781
3 4 5 6
7