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
$115M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.05M
3
+$949K
4
OEF icon
iShares S&P 100 ETF
OEF
+$882K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$498K

Top Sells

1
+$1.46M
2
+$1.05M
3
+$857K
4
AAPL icon
Apple
AAPL
+$699K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$633K

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 1.29%
3 Communication Services 1.1%
4 Financials 0.75%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.45%
7,440
-800
52
$512K 0.44%
5,790
-1,320
53
$498K 0.43%
+3,532
54
$449K 0.39%
2,237
-1,254
55
$419K 0.36%
+15,314
56
$408K 0.35%
+7,770
57
$406K 0.35%
4,563
-300
58
$406K 0.35%
4,445
-2,104
59
$400K 0.35%
3,722
-657
60
$396K 0.34%
3,582
+987
61
$386K 0.34%
9,585
-333
62
$385K 0.34%
+4,345
63
$379K 0.33%
1,985
-81
64
$375K 0.33%
8,529
-2,599
65
$366K 0.32%
+6,614
66
$364K 0.32%
16,214
+264
67
$358K 0.31%
14,118
+3,708
68
$358K 0.31%
6,141
-1,393
69
$358K 0.31%
+1,019
70
$344K 0.3%
13,204
-45
71
$331K 0.29%
5,062
-9,680
72
$324K 0.28%
2,743
+429
73
$300K 0.26%
+4,099
74
$295K 0.26%
3,627
-358
75
$293K 0.25%
1,180
-1,297
1 2
3
4 5