MWM

Maripau Wealth Management Portfolio holdings

AUM $174M
AUM
$174M
AUM Growth
+$5.63M
Cap. Flow
+$14.8M
Cap. Flow %
8.48%
Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17

Top Buys

1
$2.86M
2
$1.88M
3
$1.63M
4
$1.52M
5
$1.44M

Top Sells

1
$1.02M
2
$1,000K
3
$855K
4
$832K
5
$547K

Sector Composition

1Technology4.98%
2Financials3.18%
3Consumer Discretionary1.7%
4Healthcare1.51%
5Communication Services1.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$16.4M9.44%575,854
+9,507
+2%
+$271K
$16M9.21%243,925
+43,488
+22%
+$2.86M
$10.3M5.93%203,332
+22,424
+12%
+$1.14M
$7.4M4.25%191,218
+42,218
+28%
+$1.63M
$4.86M2.79%115,299
+25,791
+29%
+$1.09M
$4.64M2.67%170,321
+52,753
+45%
+$1.44M
$4.34M2.49%92,650
+28,803
+45%
+$1.35M
$4.1M2.35%7,296
-1,816
-20%
-$1.02M
$3.81M2.19%21,993
+3,390
+18%
+$587K
$3.63M2.08%78,756
-11,865
-13%
-$547K
$3.29M1.89%72,800
-8,792
-11%
-$398K
$2.96M1.7%13,366
+811
+6%
+$180K
$2.87M1.64%5,109
+672
+15%
+$377K
$2.59M1.48%11,640
+143
+1%
+$31.8K
$2.52M1.45%51,371
+38,266
+292%
+$1.88M
$2.19M1.26%49,288
+9,714
+25%
+$431K
$2.18M1.25%12,782
-4,867
-28%
-$832K
$2.12M1.22%19,554
-4,944
-20%
-$536K
$2.08M1.2%59,799
+16,422
+38%
+$572K
$2.08M1.2%22,216
-9,112
-29%
-$855K
$1.91M1.1%5,099
+504
+11%
+$189K
$1.85M1.06%80,933
-43,796
-35%
-$1,000K
$1.8M1.03%30,589
-5,022
-14%
-$296K
$1.76M1.01%84,423
+21,572
+34%
+$450K
$1.75M1.01%4,730
-868
-16%
-$322K
123457