MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
+2.9%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$13M
(+9.8%)
Cap. Flow
+$9.83M
Cap. Flow
% of AUM
6.72%
Top 10 Holdings %
Top 10 Hldgs %
40.98%
Holding
187
New
28
Increased
62
Reduced
54
Closed
22
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.62M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.16M |
| 3 |
Aptus Defined Risk ETF
DRSK
|
$1.02M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$965K |
| 5 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$839K |
Top Sells
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% |
