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
$115M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.05M
3
+$949K
4
OEF icon
iShares S&P 100 ETF
OEF
+$882K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$498K

Top Sells

1
+$1.46M
2
+$1.05M
3
+$857K
4
AAPL icon
Apple
AAPL
+$699K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$633K

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 1.29%
3 Communication Services 1.1%
4 Financials 0.75%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.94%
2,486
-794
27
$987K 0.86%
21,283
-952
28
$961K 0.84%
19,400
+9,990
29
$949K 0.82%
+21,269
30
$948K 0.82%
23,073
+200
31
$888K 0.77%
11,386
-5,000
32
$882K 0.77%
+3,947
33
$806K 0.7%
10,726
+223
34
$777K 0.68%
10,042
+2,018
35
$774K 0.67%
3,630
+152
36
$748K 0.65%
4,270
-467
37
$697K 0.61%
9,131
-305
38
$681K 0.59%
10,484
-1,066
39
$669K 0.58%
9,514
-1,596
40
$656K 0.57%
4,320
+617
41
$642K 0.56%
8,603
-332
42
$629K 0.55%
6,304
+2,067
43
$606K 0.53%
26,383
-614
44
$586K 0.51%
1,644
+422
45
$579K 0.5%
25,111
-13,259
46
$548K 0.48%
10,697
-1,530
47
$538K 0.47%
44,154
+30,643
48
$536K 0.47%
5,398
-351
49
$533K 0.46%
1,505
+606
50
$523K 0.46%
9,440
-10,530
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