MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+1.13%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$53.1M
(+46%)
Cap. Flow
+$53.7M
Cap. Flow
% of AUM
31.84%
Top 10 Holdings %
Top 10 Hldgs %
40.62%
Holding
142
New
92
Increased
23
Reduced
23
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.48M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.46M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.26M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$3.02M |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$2.82M |
Top Sells
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$3.08M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.32M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.71M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.62M |
| 5 |
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% |
