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
$169M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$3.26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.02M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.82M

Top Sells

1
+$3.08M
2
+$2.32M
3
+$1.71M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.41M

Sector Composition

1 Technology 5.81%
2 Financials 2.36%
3 Consumer Discretionary 2.26%
4 Communication Services 1.45%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.08%
35,545
-27,280
27
$1.72M 1.02%
10,174
-1,615
28
$1.69M 1%
17,435
-8,741
29
$1.6M 0.95%
43,377
+23,754
30
$1.6M 0.95%
+2,966
31
$1.32M 0.78%
40,876
+22,319
32
$1.26M 0.75%
62,851
+35,972
33
$1.22M 0.72%
53,830
-18,256
34
$1.16M 0.69%
+2,550
35
$1.12M 0.66%
12,772
-14,018
36
$1.09M 0.65%
12,027
+286
37
$1.04M 0.61%
+5,424
38
$1.03M 0.61%
21,038
-3,235
39
$1.02M 0.61%
+4,269
40
$966K 0.57%
12,505
-2,104
41
$903K 0.54%
+2,236
42
$888K 0.53%
+5,569
43
$812K 0.48%
+4,291
44
$806K 0.48%
18,749
+308
45
$778K 0.46%
31,842
+133
46
$773K 0.46%
14,801
-9,525
47
$772K 0.46%
+7,008
48
$757K 0.45%
+1,293
49
$753K 0.45%
+1,473
50
$750K 0.44%
+9,608
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