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
$111M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.07M
3
+$1.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$978K

Top Sells

1
+$704K
2
+$697K
3
+$625K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$595K
5
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$258K

Sector Composition

1 Technology 1.32%
2 Consumer Discretionary 0.94%
3 Financials 0.4%
4 Healthcare 0.23%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$973K 0.88%
9,389
+948
27
$959K 0.87%
18,307
-1,991
28
$937K 0.85%
11,457
+2,767
29
$916K 0.83%
5,515
-173
30
$881K 0.8%
39,104
+5,536
31
$855K 0.77%
2,593
+507
32
$776K 0.7%
51,820
+8,133
33
$774K 0.7%
7,456
+145
34
$755K 0.68%
11,877
-797
35
$738K 0.67%
27,760
+6,357
36
$690K 0.62%
9,180
+702
37
$687K 0.62%
8,285
+336
38
$666K 0.6%
6,780
+1,179
39
$661K 0.6%
18,985
+2,990
40
$643K 0.58%
6,191
-2,405
41
$619K 0.56%
5,021
+802
42
$613K 0.55%
7,800
+246
43
$607K 0.55%
11,660
-2,020
44
$584K 0.53%
19,922
+2,382
45
$568K 0.51%
13,061
+1,734
46
$562K 0.51%
4,804
-644
47
$557K 0.5%
12,243
+1,550
48
$549K 0.5%
5,776
+922
49
$540K 0.49%
1,863
+56
50
$539K 0.49%
2,786
-274
1
2
3 4