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
$92.5M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$574K
3
+$544K
4
AAPL icon
Apple
AAPL
+$506K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$465K

Top Sells

1
+$2.1M
2
+$1.25M
3
+$1.05M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.05M
5
GLD icon
SPDR Gold Trust
GLD
+$1.04M

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 1.45%
3 Financials 0.45%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$869K 0.94%
+37,157
27
$825K 0.89%
11,220
+2,040
28
$808K 0.87%
7,351
-1,527
29
$805K 0.87%
7,779
+4,492
30
$800K 0.87%
52,119
+299
31
$687K 0.74%
11,629
-248
32
$659K 0.71%
6,557
-223
33
$647K 0.7%
6,591
+400
34
$638K 0.69%
7,636
-649
35
$612K 0.66%
7,655
-145
36
$610K 0.66%
21,252
+1,330
37
$604K 0.65%
4,827
-194
38
$588K 0.64%
1,865
-728
39
$569K 0.62%
12,322
+79
40
$544K 0.59%
+9,784
41
$532K 0.58%
10,610
-1,050
42
$507K 0.55%
4,326
+401
43
$502K 0.54%
1,806
-57
44
$494K 0.53%
10,157
+3,153
45
$480K 0.52%
2,467
-72
46
$478K 0.52%
2,551
-235
47
$474K 0.51%
4,307
-497
48
$405K 0.44%
15,783
-11,977
49
$381K 0.41%
+21,559
50
$367K 0.4%
9,430
-13,571
1
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