MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
-3.65%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-3.3%)
Cap. Flow
+$532K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
116
New
16
Increased
34
Reduced
49
Closed
15
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.49M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.38M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$826K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$802K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$719K |
Top Sells
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Consumer Discretionary | 1.16% |
| 3 | Financials | 0.82% |
| 4 | Communication Services | 0.74% |
| 5 | Energy | 0.3% |
