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
76
$474K 0.28%
+3,682
77
$473K 0.28%
+1,954
78
$457K 0.27%
+9,761
79
$451K 0.27%
+2,367
80
$443K 0.26%
+6,477
81
$436K 0.26%
+861
82
$435K 0.26%
43,952
-1,108
83
$431K 0.26%
+483
84
$421K 0.25%
+7,050
85
$420K 0.25%
+1,852
86
$411K 0.24%
+4,598
87
$391K 0.23%
+4,272
88
$390K 0.23%
+6,796
89
$386K 0.23%
+1,612
90
$379K 0.22%
+2,314
91
$376K 0.22%
+1,189
92
$358K 0.21%
+3,332
93
$358K 0.21%
+676
94
$357K 0.21%
+687
95
$349K 0.21%
+3,548
96
$349K 0.21%
+4,348
97
$336K 0.2%
+1,161
98
$324K 0.19%
+509
99
$322K 0.19%
+663
100
$317K 0.19%
+7,146
2 3
4
5 6