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
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.46M
3
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.25M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.1M

Top Sells

1
+$2.71M
2
+$1.96M
3
+$1.94M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0.41%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.06%
24,273
-3,048
27
$1.15M 1%
14,609
-1,740
28
$1.11M 0.96%
18,756
+7,612
29
$948K 0.82%
11,741
+674
30
$932K 0.81%
17,414
+5,272
31
$906K 0.78%
19,605
+10,141
32
$869K 0.75%
11,964
-446
33
$834K 0.72%
18,441
-768
34
$831K 0.72%
17,601
-1,917
35
$806K 0.7%
31,709
+71
36
$735K 0.64%
19,623
+9,070
37
$717K 0.62%
30,594
-2,108
38
$668K 0.58%
20,814
+7,833
39
$588K 0.51%
18,557
+8,355
40
$586K 0.51%
26,879
+12,736
41
$545K 0.47%
16,472
-667
42
$545K 0.47%
10,809
+2,668
43
$476K 0.41%
45,060
+225
44
$319K 0.28%
12,002
-354
45
$315K 0.27%
14,801
46
$298K 0.26%
11,075
47
$214K 0.19%
10,568
+256
48
– –
-917
49
– –
-495
50
– –
-7,343
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