MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+4.94%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.06%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$10.1M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$8.08M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.06M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.16M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$4.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Financials | 0.61% |
| 4 | Communication Services | 0.2% |
