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
$96.2M
AUM Growth
+$32.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$287K
3
+$205K
4
LMT icon
Lockheed Martin
LMT
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$97K

Top Sells

1
+$882K
2
+$797K
3
+$295K
4
MRK icon
Merck
MRK
+$251K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$231K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.82%
3 Materials 0.27%
4 Energy 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$362K 0.38%
13,749
+273
52
$352K 0.37%
2,288
-18
53
$350K 0.36%
7,437
-78
54
$349K 0.36%
11,742
-139
55
$344K 0.36%
9,208
+49
56
$332K 0.34%
3,611
-632
57
$325K 0.34%
2,618
+645
58
$322K 0.34%
3,036
-240
59
$298K 0.31%
6,610
-487
60
$289K 0.3%
2,797
+122
61
$287K 0.3%
+1,381
62
$277K 0.29%
3,754
-30
63
$266K 0.28%
6,634
+638
64
$261K 0.27%
2,307
65
$256K 0.27%
5,727
-163
66
$253K 0.26%
2,551
-36
67
$252K 0.26%
11,212
-270
68
$248K 0.26%
2,716
-33
69
$242K 0.25%
2,446
-1,211
70
$242K 0.25%
9,099
-231
71
$237K 0.25%
2,165
-319
72
$236K 0.25%
749
+1
73
$231K 0.24%
2,549
74
$225K 0.23%
5,647
-280
75
$212K 0.22%
16,827
-23,377
1 2
3
4