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
$199M
AUM Growth
+$170K
(+0.09%)
Holding
166
Top Buys
| 1 | +$1.23M | |
| 2 | +$961K | |
| 3 | +$810K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$780K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$705K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$845K | |
| 3 | +$805K | |
| 4 |
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
|
+$766K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$762K |
Sector Composition
| 1 | Technology | 6.87% |
| 2 | Consumer Discretionary | 2.67% |
| 3 | Financials | 1.74% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Mastercard
MA
$444B
| – | – |
-600
|
|
||
152
Procter & Gamble
PG
$350B
| – | – |
-2,507
|
|
||
153
Pultegroup
PHM
$23.1B
| – | – |
-1,996
|
|
||
154
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
| – | – |
-12,278
|
|
||
155
Regents Park Hedged Market Strategy ETF
RPHS
$50.4M
| – | – |
-16,590
|
|
||
156
RTX Corp
RTX
$273B
| – | – |
-3,521
|
|
||
157
Southern Company
SO
$110B
| – | – |
-2,722
|
|
||
158
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.03B
| – | – |
-8,305
|
|
||
159
Stryker
SYK
$129B
| – | – |
-668
|
|
||
|
160
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$104M
| – | – |
-31,656
|
|
||
161
Thermo Fisher Scientific
TMO
$177B
| – | – |
-541
|
|
||
162
Uber
UBER
$150B
| – | – |
-3,384
|
|
||
163
UnitedHealth
UNH
$251B
| – | – |
-960
|
|
||
164
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
| – | – |
-4,125
|
|
||
165
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
| – | – |
-14,326
|
|
||
166
State Street US Sector Rotation ETF
XLSR
$893M
| – | – |
-3,846
|
|