MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
-5.53%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$92.7M
AUM Growth
+$92.7M
(+0.22%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
7.23%
Top 10 Holdings %
Top 10 Hldgs %
49.41%
Holding
91
New
19
Increased
41
Reduced
22
Closed
8
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$1.48M |
| 2 |
iShares US Technology ETF
IYW
|
$1.03M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$980K |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$936K |
| 5 |
iShares Gold Trust Micro
IAUM
|
$857K |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$1.85M |
| 2 |
SPDR Gold Trust
GLD
|
$1.33M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$805K |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$714K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$610K |
Sector Composition
| 1 | Technology | 1.92% |
| 2 | Consumer Discretionary | 1.05% |
| 3 | Healthcare | 0.47% |
| 4 | Financials | 0.47% |
| 5 | Energy | 0.28% |
