MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+4.27%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$16.2M
(+17%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
11.32%
Top 10 Holdings %
Top 10 Hldgs %
46.42%
Holding
107
New
29
Increased
34
Reduced
37
Closed
7
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$3.32M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$634K |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$561K |
| 4 |
iShares Gold Trust Micro
IAUM
|
$515K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$429K |
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Consumer Discretionary | 0.81% |
| 3 | Communication Services | 0.79% |
| 4 | Materials | 0.22% |
| 5 | Industrials | 0.2% |
