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
$96.1M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$757K
3
+$646K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$429K

Top Sells

1
+$1.35M
2
+$1.11M
3
+$905K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$701K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$561K

Sector Composition

1 Technology 1.62%
2 Consumer Discretionary 0.77%
3 Financials 0.47%
4 Energy 0.29%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.06%
24,369
+776
27
$827K 0.86%
3,004
-28
28
$818K 0.85%
6,650
-318
29
$803K 0.84%
12,253
-614
30
$784K 0.82%
5,485
+24
31
$781K 0.81%
15,248
-1,239
32
$769K 0.8%
32,845
-57,494
33
$757K 0.79%
+8,539
34
$750K 0.78%
9,720
+541
35
$711K 0.74%
9,104
-38
36
$675K 0.7%
10,884
-1,804
37
$660K 0.69%
6,690
-1,277
38
$618K 0.64%
1,589
+167
39
$603K 0.63%
3,152
+159
40
$575K 0.6%
8,720
+484
41
$565K 0.59%
6,520
-83
42
$539K 0.56%
12,168
-12
43
$505K 0.53%
10,070
-820
44
$490K 0.51%
40,204
-12,220
45
$458K 0.48%
10,966
-11,940
46
$437K 0.45%
2,402
-149
47
$434K 0.45%
9,005
-880
48
$430K 0.45%
4,275
+1,618
49
$422K 0.44%
2,347
-1,298
50
$393K 0.41%
1,695
-137
1
2
3 4