MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+4.94%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.06%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$10.1M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$8.08M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.06M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.16M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$4.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Financials | 0.61% |
| 4 | Communication Services | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.09T
| $221K | 0.21% |
+691
| New | +$221K |
|
77
SPDR Portfolio Emerging Markets ETF
SPEM
$13B
| $217K | 0.21% |
+5,144
| New | +$217K |
|
78
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.6B
| $214K | 0.2% |
+3,081
| New | +$214K |
|
79
Aon
AON
$80.4B
| $213K | 0.2% |
+742
| New | +$213K |
|
80
Alphabet (Google) Class A
GOOGL
$2.74T
| $211K | 0.2% |
+1,520
| New | +$211K |
|
81
Bank of America
BAC
$373B
| $205K | 0.19% |
+4,185
| New | +$205K |
|