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
126
$221K 0.13%
+2,684
127
$221K 0.13%
+4,639
128
$216K 0.13%
+4,293
129
$213K 0.13%
+7,591
130
$210K 0.12%
10,712
+144
131
$209K 0.12%
+397
132
$208K 0.12%
+4,485
133
$207K 0.12%
+531
134
$205K 0.12%
+2,531
135
$203K 0.12%
+802
136
$203K 0.12%
+2,679
137
$203K 0.12%
+770
138
$202K 0.12%
+4,701
139
– –
-11,075
2 3 4 5
6