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
$96.2M
AUM Growth
+$32.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$287K
3
+$205K
4
LMT icon
Lockheed Martin
LMT
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$97K

Top Sells

1
+$882K
2
+$797K
3
+$295K
4
MRK icon
Merck
MRK
+$251K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$231K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.82%
3 Materials 0.27%
4 Energy 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$862K 0.9%
6,205
-445
27
$770K 0.8%
32,923
+78
28
$750K 0.78%
5,397
-88
29
$748K 0.78%
1,826
+237
30
$746K 0.78%
9,726
+6
31
$736K 0.77%
11,309
-944
32
$733K 0.76%
6,631
-7,982
33
$731K 0.76%
14,421
-827
34
$712K 0.74%
9,293
+189
35
$704K 0.73%
8,162
-377
36
$683K 0.71%
11,033
+149
37
$634K 0.66%
6,561
-129
38
$630K 0.66%
9,425
+705
39
$626K 0.65%
3,798
-4,832
40
$598K 0.62%
3,154
+2
41
$537K 0.56%
6,469
-51
42
$520K 0.54%
10,405
+335
43
$513K 0.53%
11,747
-421
44
$466K 0.48%
2,610
+208
45
$431K 0.45%
2,354
+7
46
$431K 0.45%
1,494
-201
47
$424K 0.44%
10,165
-801
48
$417K 0.43%
8,702
-303
49
$381K 0.4%
3,826
-449
50
$363K 0.38%
11,293
+662
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