MWM
Maripau Wealth Management Portfolio holdings
AUM $174M
AUM
$174M
AUM Growth
+$5.63M (+3%)
Cap. Flow
+$14.8M
Cap. Flow % of AUM
8.48%
Top 10 Holdings %Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17
Top Buys
| 1 | $2.86M | |
| 2 | $1.88M | |
| 3 | $1.63M | |
| 4 | $1.52M | |
| 5 | $1.44M |
Top Sells
| 1 | $1.02M | |
| 2 | $1,000K | |
| 3 | $855K | |
| 4 | $832K | |
| 5 | $547K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.18% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $800K | 0.46% | 8,547 +2,048 | +32% | +$192K | |||
| $782K | 0.45% | 31,487 -355 | -1% | -$8.82K | |||
| $773K | 0.44% | 7,470 +693 | +10% | +$71.7K | |||
| $720K | 0.41% | 1,327 +123 | +10% | +$66.7K | |||
| $708K | 0.41% | 12,282 +2,491 | +25% | +$144K | |||
| $700K | 0.4% | 2,430 +1,310 | +117% | +$378K | |||
| $689K | 0.4% | 4,906 -663 | -12% | -$93.1K | |||
| $672K | 0.39% | 12,451 -2,350 | -16% | -$127K | |||
| $647K | 0.37% | 13,962 -1,510 | -10% | -$69.9K | |||
| $642K | 0.37% | 12,262 -2,098 | -15% | -$110K | |||
| $610K | 0.35% | 11,065 -1,457 | -12% | -$80.3K | |||
| $598K | 0.34% | 2,111 +499 | +31% | +$141K | |||
| $597K | 0.34% | 5,402 -1,606 | -23% | -$177K | |||
| $595K | 0.34% | 8,530 -1,049 | -11% | -$73.2K | |||
| $593K | 0.34% | 1,082 +685 | +173% | +$375K | |||
| $591K | 0.34% | 1,796 +931 | +108% | +$306K | |||
| $580K | 0.33% | 3,754 -537 | -13% | -$83K | |||
| $580K | 0.33% | 1,108 +247 | +29% | +$129K | |||
| $577K | 0.33% | 25,121 -2,440 | -9% | -$56.1K | |||
| $566K | 0.32% | 2,327 +475 | +26% | +$116K | |||
| $566K | 0.32% | 919 +243 | +36% | +$150K | |||
| $551K | 0.32% | 38,599 | New | +$551K | |||
| $545K | 0.31% | 3,410 +1,096 | +47% | +$175K | |||
| $542K | 0.31% | 919 +232 | +34% | +$137K | |||
| $539K | 0.31% | 1,870 +709 | +61% | +$204K |
