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
$169M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$3.26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.02M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.82M

Top Sells

1
+$3.08M
2
+$2.32M
3
+$1.71M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.41M

Sector Composition

1 Technology 5.81%
2 Financials 2.36%
3 Consumer Discretionary 2.26%
4 Communication Services 1.45%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.44%
+1,204
52
$747K 0.44%
14,360
-3,054
53
$702K 0.42%
15,472
-2,129
54
$695K 0.41%
21,118
+304
55
$694K 0.41%
12,522
-8,515
56
$682K 0.4%
+6,777
57
$658K 0.39%
+2,271
58
$656K 0.39%
+6,535
59
$652K 0.39%
+23,868
60
$634K 0.38%
9,579
-2,385
61
$633K 0.38%
27,561
-3,033
62
$632K 0.37%
+4,365
63
$630K 0.37%
13,105
+2,296
64
$621K 0.37%
+1,964
65
$586K 0.35%
+2,785
66
$578K 0.34%
+2,491
67
$577K 0.34%
+6,499
68
$549K 0.33%
20,992
-34,298
69
$545K 0.32%
+5,629
70
$542K 0.32%
+9,791
71
$534K 0.32%
+2,198
72
$520K 0.31%
+2,209
73
$501K 0.3%
16,937
+465
74
$482K 0.29%
+2,183
75
$476K 0.28%
+6,366
1 2
3
4 5