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MWM

Maripau Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$170K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$961K
3
+$810K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$780K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$705K

Top Sells

1
+$1.02M
2
+$845K
3
+$805K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$766K
5
IUSB icon
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
1
$18.1M 9.12%
573,269
-1,565
2
$17.2M 8.65%
219,303
+10,744
3
$10.6M 5.36%
177,730
+11,015
4
$7.92M 3.98%
121,790
+11,988
5
$7.75M 3.9%
178,508
-2,838
6
$5.08M 2.56%
176,311
-2,616
7
$4.89M 2.46%
114,905
+4,169
8
$4.6M 2.32%
6,909
+1,499
9
$3.96M 1.99%
20,855
+1,524
10
$3.82M 1.92%
20,469
-2,289
11
$3.37M 1.7%
13,265
+1,216
12
$3.35M 1.68%
67,371
-852
13
$3.08M 1.55%
115,361
+6,185
14
$2.9M 1.46%
11,403
-4,536
15
$2.8M 1.41%
51,705
+2,028
16
$2.69M 1.35%
4,386
+619
17
$2.68M 1.35%
10,850
+1,448
18
$2.48M 1.25%
3,706
-816
19
$2.46M 1.24%
4,751
-951
20
$2.41M 1.21%
62,931
+4,438
21
$2.31M 1.16%
45,181
-247
22
$2.3M 1.16%
6,999
+1,995
23
$2.16M 1.09%
36,423
+4,658
24
$2.11M 1.06%
45,105
-16,485
25
$2.1M 1.06%
77,038
+25,855
1
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