MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.16M
3
+$1.02M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$965K
5
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$839K

Top Sells

1
+$1.18M
2
+$936K
3
+$805K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$516K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$475K

Sector Composition

1 Technology 5.8%
2 Communication Services 1.72%
3 Consumer Discretionary 1.49%
4 Financials 1.42%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.47%
5,724
-2,513
52
$647K 0.44%
3,018
-787
53
$646K 0.44%
11,144
+4,859
54
$640K 0.44%
8,541
-328
55
$638K 0.44%
+31,662
56
$634K 0.43%
12,142
+942
57
$633K 0.43%
8,712
-1,359
58
$620K 0.42%
7,390
-842
59
$611K 0.42%
6,104
-144
60
$587K 0.4%
8,346
-598
61
$586K 0.4%
3,650
+320
62
$562K 0.38%
44,835
+965
63
$549K 0.37%
4,965
+686
64
$533K 0.36%
+22,409
65
$527K 0.36%
17,139
+1,066
66
$507K 0.35%
14,254
-5,024
67
$492K 0.34%
2,431
+933
68
$462K 0.32%
17,652
-1,131
69
$446K 0.3%
5,584
+2,232
70
$440K 0.3%
4,975
+174
71
$431K 0.29%
7,369
-1,942
72
$429K 0.29%
+1,597
73
$420K 0.29%
727
+229
74
$414K 0.28%
+9,464
75
$399K 0.27%
4,110
-2
1 2
3
4 5