MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
-4.09%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$5.17M
(+4.9%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
10.07%
Top 10 Holdings %
Top 10 Hldgs %
52.39%
Holding
94
New
13
Increased
43
Reduced
31
Closed
7
Top Buys
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$2.57M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.07M |
| 3 |
SPDR Gold Trust
GLD
|
$1.32M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.27M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$978K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$704K |
| 2 |
iShares Global Financials ETF
IXG
|
$697K |
| 3 |
RPAR Risk Parity ETF
RPAR
|
$625K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$595K |
| 5 |
Invesco MSCI Sustainable Future ETF
ERTH
|
$258K |
Sector Composition
| 1 | Technology | 1.32% |
| 2 | Consumer Discretionary | 0.94% |
| 3 | Financials | 0.4% |
| 4 | Healthcare | 0.23% |
| 5 | Communication Services | 0% |
