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
$96.1M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$757K
3
+$646K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$429K

Top Sells

1
+$1.35M
2
+$1.11M
3
+$905K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$701K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$561K

Sector Composition

1 Technology 1.62%
2 Consumer Discretionary 0.77%
3 Financials 0.47%
4 Energy 0.29%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.4%
4,243
-615
52
$365K 0.38%
3,657
+262
53
$359K 0.37%
13,476
+822
54
$356K 0.37%
7,515
+1,331
55
$355K 0.37%
3,276
-169
56
$354K 0.37%
11,881
+1,727
57
$349K 0.36%
2,306
+274
58
$341K 0.35%
9,159
-482
59
$338K 0.35%
10,631
-202
60
$324K 0.34%
7,097
+1,295
61
$277K 0.29%
2,484
+131
62
$268K 0.28%
5,890
-23
63
$260K 0.27%
11,482
-70
64
$258K 0.27%
3,784
+441
65
$257K 0.27%
2,587
+47
66
$253K 0.26%
9,330
-320
67
$251K 0.26%
2,282
-24
68
$251K 0.26%
2,675
-21
69
$248K 0.26%
2,307
-197
70
$247K 0.26%
2,749
+260
71
$239K 0.25%
5,927
-1,037
72
$238K 0.25%
748
+2
73
$235K 0.24%
5,996
+391
74
$230K 0.24%
1,973
+160
75
$220K 0.23%
2,549
+193
1 2
3
4