MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
+5.04%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
-$30.9M
(-21%)
Cap. Flow
-$35.8M
Cap. Flow
% of AUM
-31.03%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
168
New
3
Increased
27
Reduced
18
Closed
118
Top Buys
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$2.11M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$1.46M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$1.42M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.25M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.1M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.71M |
| 2 |
Microsoft
MSFT
|
$1.96M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.94M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.71M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.64M |
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Consumer Staples | 0.82% |
| 3 | Consumer Discretionary | 0.41% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
