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
$92.7M
AUM Growth
+$204K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$980K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$936K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$857K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$805K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$714K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$610K

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.05%
3 Healthcare 0.47%
4 Financials 0.47%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.46%
1,832
+26
52
$366K 0.39%
9,681
+251
53
$362K 0.39%
3,445
-862
54
$344K 0.37%
9,641
+245
55
$325K 0.35%
+10,154
56
$321K 0.35%
+3,395
57
$318K 0.34%
12,654
+1,172
58
$317K 0.34%
+6,184
59
$302K 0.33%
+2,032
60
$301K 0.32%
4,268
+81
61
$296K 0.32%
10,833
-270
62
$276K 0.3%
2,696
+242
63
$274K 0.3%
6,964
-574
64
$261K 0.28%
+2,353
65
$261K 0.28%
5,913
-854
66
$258K 0.28%
9,650
-1,336
67
$252K 0.27%
+2,657
68
$251K 0.27%
11,552
+403
69
$250K 0.27%
+2,540
70
$248K 0.27%
+5,802
71
$235K 0.25%
+2,504
72
$233K 0.25%
+2,306
73
$232K 0.25%
2,179
-2,147
74
$224K 0.24%
758
+71
75
$220K 0.24%
+2,489
1 2
3
4