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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.08M
3
+$7.06M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.16M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 1.03%
3 Financials 0.61%
4 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 0.86%
+8,441
27
$896K 0.85%
+8,596
28
$885K 0.84%
+12,674
29
$796K 0.75%
+33,568
30
$790K 0.75%
+43,687
31
$780K 0.74%
+7,311
32
$751K 0.71%
+7,949
33
$748K 0.71%
+2,086
34
$732K 0.69%
+13,680
35
$697K 0.66%
+8,204
36
$646K 0.61%
+5,448
37
$645K 0.61%
+15,995
38
$638K 0.6%
+8,478
39
$634K 0.6%
+7,554
40
$622K 0.59%
+3,060
41
$602K 0.57%
+21,403
42
$595K 0.56%
+8,690
43
$585K 0.55%
+4,219
44
$581K 0.55%
+5,601
45
$546K 0.52%
+1,807
46
$528K 0.5%
+2,495
47
$527K 0.5%
+10,693
48
$526K 0.5%
+17,540
49
$505K 0.48%
+4,854
50
$488K 0.46%
+14,214
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