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
76
$397K 0.27%
5,309
-1,573
77
$397K 0.27%
+12,981
78
$393K 0.27%
+8,141
79
$385K 0.26%
3,345
+1,004
80
$384K 0.26%
4,528
-1,486
81
$364K 0.25%
+10,553
82
$362K 0.25%
8,586
-640
83
$360K 0.25%
3,918
-640
84
$356K 0.24%
1,757
-581
85
$344K 0.24%
2,649
+3
86
$343K 0.23%
+1,308
87
$341K 0.23%
5,445
-32
88
$328K 0.22%
5,111
+283
89
$324K 0.22%
1,241
+291
90
$322K 0.22%
7,316
+438
91
$316K 0.22%
1,598
-411
92
$315K 0.22%
+619
93
$314K 0.21%
12,356
-1,556
94
$310K 0.21%
+10,202
95
$309K 0.21%
14,801
-1,231
96
$309K 0.21%
+1,567
97
$302K 0.21%
4,045
+117
98
$301K 0.21%
2,062
+528
99
$299K 0.2%
+4,999
100
$297K 0.2%
6,911
-1,320
2 3
4
5 6