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
1
$16.6M 9.84%
566,347
-105,045
2
$13.8M 8.2%
200,437
+50,486
3
$8.65M 5.13%
180,908
+72,441
4
$6M 3.56%
149,000
+70,179
5
$5.36M 3.18%
9,112
-3,940
6
$4.1M 2.43%
90,621
-37,941
7
$3.7M 2.2%
89,508
+47,702
8
$3.59M 2.13%
81,592
+33,400
9
$3.39M 2.01%
63,847
+20,585
10
$3.29M 1.95%
24,498
+2,447
11
$3.26M 1.93%
+18,603
12
$3.22M 1.91%
117,568
+36,174
13
$3.14M 1.86%
17,649
-7,921
14
$3.02M 1.79%
+12,555
15
$2.88M 1.71%
11,497
-1,968
16
$2.87M 1.7%
31,328
+2,149
17
$2.84M 1.68%
124,729
+25,981
18
$2.61M 1.55%
+4,437
19
$2.3M 1.36%
+5,598
20
$2.03M 1.21%
20,031
-15,951
21
$2M 1.19%
+9,128
22
$1.94M 1.15%
+4,595
23
$1.93M 1.14%
33,099
+14,343
24
$1.87M 1.11%
35,611
-20,446
25
$1.85M 1.1%
39,574
+19,969
1
2 3 4 5