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
$111M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.07M
3
+$1.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$978K

Top Sells

1
+$704K
2
+$697K
3
+$625K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$595K
5
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$258K

Sector Composition

1 Technology 1.32%
2 Consumer Discretionary 0.94%
3 Financials 0.4%
4 Healthcare 0.23%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.49%
1,253
+384
52
$517K 0.47%
2,539
+44
53
$470K 0.42%
3,925
+614
54
$431K 0.39%
+8,858
55
$372K 0.34%
7,004
-966
56
$367K 0.33%
6,812
+571
57
$364K 0.33%
13,225
-255
58
$353K 0.32%
+3,287
59
$352K 0.32%
8,107
-20
60
$351K 0.32%
+6,711
61
$335K 0.3%
7,031
+872
62
$323K 0.29%
6,892
+843
63
$309K 0.28%
+7,066
64
$308K 0.28%
11,089
-1,089
65
$305K 0.28%
+1,971
66
$298K 0.27%
4,867
-809
67
$296K 0.27%
+15,417
68
$287K 0.26%
12,518
-3,105
69
$274K 0.25%
12,234
-5,012
70
$272K 0.25%
8,352
-1,862
71
$269K 0.24%
2,140
+240
72
$267K 0.24%
3,417
-463
73
$257K 0.23%
7,195
-1,468
74
$256K 0.23%
+3,444
75
$256K 0.23%
4,742
-911
1 2
3
4