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
$92.7M
AUM Growth
+$204K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$980K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$936K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$857K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$805K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$714K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$610K

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.05%
3 Healthcare 0.47%
4 Financials 0.47%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 1.01%
+22,906
27
$878K 0.95%
6,968
-1,658
28
$843K 0.91%
3,032
+1,167
29
$836K 0.9%
23,593
-1,898
30
$821K 0.89%
12,867
-3,202
31
$806K 0.87%
+5,461
32
$782K 0.84%
16,487
-1,506
33
$780K 0.84%
7,967
-1,941
34
$722K 0.78%
6,924
+2,097
35
$701K 0.76%
13,970
+4,186
36
$701K 0.76%
52,424
+305
37
$671K 0.72%
12,688
+1,059
38
$668K 0.72%
9,179
+1,524
39
$631K 0.68%
9,142
+1,506
40
$562K 0.61%
2,993
+526
41
$554K 0.6%
3,645
-8,737
42
$549K 0.59%
1,422
+773
43
$548K 0.59%
6,603
+12
44
$539K 0.58%
12,734
+2,577
45
$528K 0.57%
10,890
+280
46
$506K 0.55%
12,180
-142
47
$468K 0.51%
2,551
48
$463K 0.5%
9,885
+2,562
49
$459K 0.5%
8,236
+2,330
50
$445K 0.48%
+4,858
1
2
3 4