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
1
$17.5M 8.83%
574,834
-1,020
2
$15.3M 7.69%
208,559
-35,366
3
$9.57M 4.82%
166,715
-36,617
4
$7.55M 3.8%
181,346
-9,872
5
$6.75M 3.4%
109,802
+17,152
6
$5.16M 2.6%
178,927
+8,606
7
$4.69M 2.36%
110,736
-4,563
8
$3.62M 1.82%
22,758
+3,204
9
$3.54M 1.78%
19,331
-2,662
10
$3.36M 1.69%
68,223
+16,852
11
$3.33M 1.68%
5,410
+301
12
$3.27M 1.65%
15,939
+4,299
13
$2.87M 1.45%
12,049
-1,317
14
$2.85M 1.44%
5,702
+603
15
$2.85M 1.43%
61,590
-17,166
16
$2.81M 1.41%
4,522
-2,774
17
$2.72M 1.37%
109,176
+43,698
18
$2.47M 1.24%
49,677
-23,123
19
$2.47M 1.24%
13,494
+712
20
$2.23M 1.12%
10,093
+2,154
21
$2.2M 1.11%
45,428
-3,860
22
$2.15M 1.09%
33,935
+3,346
23
$2.14M 1.08%
3,767
+545
24
$2.13M 1.07%
9,402
+2,641
25
$2.13M 1.07%
58,493
-1,306
1
2 3 4 5