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
101
$291K 0.2%
14,143
-620
102
$290K 0.2%
+2,915
103
$290K 0.2%
3,182
+111
104
$288K 0.2%
+6,146
105
$285K 0.2%
5,865
-229
106
$285K 0.19%
564
+63
107
$285K 0.19%
8,130
+2,534
108
$278K 0.19%
917
+164
109
$275K 0.19%
+495
110
$274K 0.19%
9,632
-31
111
$272K 0.19%
2,293
-1,242
112
$270K 0.18%
11,075
+247
113
$269K 0.18%
1,630
+335
114
$263K 0.18%
5,990
+231
115
$261K 0.18%
5,198
-913
116
$260K 0.18%
5,118
-581
117
$260K 0.18%
556
+59
118
$259K 0.18%
2,766
+87
119
$257K 0.18%
1,400
-22
120
$256K 0.18%
4,681
-4
121
$255K 0.17%
+5,742
122
$253K 0.17%
2,034
+165
123
$250K 0.17%
862
+20
124
$244K 0.17%
2,282
-213
125
$242K 0.17%
+1,465
3 4
5
6 7