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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.08M
3
+$7.06M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.16M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 1.03%
3 Financials 0.61%
4 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.46%
+7,970
52
$426K 0.4%
+15,623
53
$425K 0.4%
+11,945
54
$411K 0.39%
+11,327
55
$408K 0.39%
+17,246
56
$407K 0.39%
+3,311
57
$398K 0.38%
+13,480
58
$393K 0.37%
+8,663
59
$392K 0.37%
+10,214
60
$390K 0.37%
+869
61
$368K 0.35%
+5,653
62
$367K 0.35%
+6,241
63
$367K 0.35%
+8,127
64
$364K 0.34%
+5,676
65
$350K 0.33%
+10,771
66
$319K 0.3%
+3,880
67
$308K 0.29%
+12,178
68
$308K 0.29%
+6,159
69
$302K 0.29%
+1,900
70
$289K 0.27%
+6,049
71
$273K 0.26%
+2,666
72
$273K 0.26%
+4,554
73
$258K 0.24%
+4,339
74
$249K 0.24%
+1,281
75
$225K 0.21%
+4,445
1 2
3
4