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MWM
Maripau Wealth Management Portfolio holdings
AUM
$227M
1-Year Est. Return
14.76%
This Fund
S&P 500
1 Year Est. Return
+14.76%
AUM
$227M
AUM Growth
+$10M
(+4.6%)
Holding
177
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.71M | |
| 3 | +$1.11M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$746K |
| 5 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$644K |
Top Sells
| 1 | +$925K | |
| 2 | +$656K | |
| 3 | +$634K | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$435K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$424K |
Sector Composition
| 1 | Technology | 5.84% |
| 2 | Consumer Discretionary | 2.44% |
| 3 | Communication Services | 1.67% |
| 4 | Financials | 1.66% |
| 5 | Consumer Staples | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
| – | – |
-2,569
|
|
||
177
GE Aerospace
GE
$337B
| – | – |
-710
|
|