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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.71M
3
+$1.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$963K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$832K

Top Sells

1
+$1.55M
2
+$1.19M
3
+$1.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$882K

Sector Composition

1 Technology 4.74%
2 Communication Services 1.52%
3 Consumer Staples 1.39%
4 Consumer Discretionary 1.38%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.02%
31,197
+9,928
27
$1.34M 1%
17,437
-389
28
$1.32M 0.99%
2,740
+254
29
$1.05M 0.78%
2,355
-433
30
$976K 0.73%
21,407
+124
31
$968K 0.73%
23,184
+111
32
$947K 0.71%
8,237
-8,984
33
$926K 0.69%
2,202
+558
34
$907K 0.68%
5,030
+710
35
$872K 0.65%
3,815
+185
36
$862K 0.65%
12,706
+2,222
37
$844K 0.63%
14,657
+8,043
38
$832K 0.62%
+20,571
39
$830K 0.62%
+34,203
40
$823K 0.62%
1,695
+190
41
$805K 0.6%
+1,098
42
$771K 0.58%
9,970
-72
43
$748K 0.56%
10,071
+557
44
$744K 0.56%
32,655
+7,544
45
$742K 0.56%
3,805
-465
46
$689K 0.52%
7,035
+1,637
47
$688K 0.52%
8,232
-3,154
48
$672K 0.5%
+19,278
49
$669K 0.5%
8,869
-262
50
$647K 0.49%
8,944
+341
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2
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