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
$92.5M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$574K
3
+$544K
4
AAPL icon
Apple
AAPL
+$506K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$465K

Top Sells

1
+$2.1M
2
+$1.25M
3
+$1.05M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.05M
5
GLD icon
SPDR Gold Trust
GLD
+$1.04M

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 1.45%
3 Financials 0.45%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.4%
+5,906
52
$356K 0.39%
7,323
-1,535
53
$351K 0.38%
+9,396
54
$337K 0.36%
11,103
+4,973
55
$332K 0.36%
2,454
+314
56
$320K 0.35%
11,482
-1,743
57
$317K 0.34%
6,767
-264
58
$316K 0.34%
9,978
-9,007
59
$315K 0.34%
7,538
+472
60
$305K 0.33%
10,986
-103
61
$303K 0.33%
+4,187
62
$292K 0.32%
4,681
-186
63
$267K 0.29%
649
-604
64
$258K 0.28%
11,149
+649
65
$242K 0.26%
5,891
-2,216
66
$234K 0.25%
3,101
-316
67
$221K 0.24%
3,741
-144
68
$217K 0.23%
4,278
-863
69
$209K 0.23%
745
+2
70
$205K 0.22%
+671
71
$204K 0.22%
4,511
-2,381
72
$203K 0.22%
687
73
– –
-11,457
74
– –
-10,670
75
– –
-3,444
1 2
3
4