MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.16M
3
+$1.02M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$965K
5
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$839K

Top Sells

1
+$1.18M
2
+$936K
3
+$805K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$516K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$475K

Sector Composition

1 Technology 5.8%
2 Communication Services 1.72%
3 Consumer Discretionary 1.49%
4 Financials 1.42%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.08%
42,041
+25,636
27
$1.58M 1.08%
36,141
+12,957
28
$1.38M 0.95%
51,192
+37,793
29
$1.33M 0.91%
27,321
-2,030
30
$1.33M 0.91%
38,867
+18,296
31
$1.25M 0.86%
16,349
-1,088
32
$1.23M 0.84%
5,616
+1,801
33
$1.08M 0.74%
5,587
+557
34
$1.03M 0.7%
2,147
-208
35
$1.03M 0.7%
2,520
+318
36
$937K 0.64%
15,835
+1,178
37
$924K 0.63%
4,299
+2,369
38
$886K 0.61%
19,518
-1,889
39
$870K 0.59%
4,776
+3,161
40
$852K 0.58%
4,646
+1,466
41
$838K 0.57%
12,410
-296
42
$827K 0.57%
19,209
-11,988
43
$766K 0.52%
31,638
-2,565
44
$753K 0.51%
1,494
-201
45
$749K 0.51%
11,067
+2,393
46
$741K 0.51%
+4,511
47
$738K 0.5%
32,702
+47
48
$722K 0.49%
9,343
-627
49
$713K 0.49%
7,343
+308
50
$712K 0.49%
+17,179
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