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
101
$313K 0.19%
+3,448
102
$313K 0.19%
+6,313
103
$311K 0.18%
+4,435
104
$310K 0.18%
+5,338
105
$306K 0.18%
15,046
+245
106
$304K 0.18%
+2,654
107
$303K 0.18%
+4,310
108
$299K 0.18%
+3,782
109
$296K 0.18%
+4,491
110
$289K 0.17%
11,413
-589
111
$287K 0.17%
+3,957
112
$282K 0.17%
+2,212
113
$275K 0.16%
+766
114
$274K 0.16%
+1,400
115
$271K 0.16%
+1,120
116
$271K 0.16%
+1,099
117
$267K 0.16%
+1,849
118
$246K 0.15%
+1,465
119
$245K 0.15%
+1,598
120
$243K 0.14%
+1,175
121
$240K 0.14%
+3,183
122
$239K 0.14%
+865
123
$234K 0.14%
+3,757
124
$233K 0.14%
+4,364
125
$231K 0.14%
+615
2 3 4
5
6