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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.71M
3
+$1.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$963K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$832K

Top Sells

1
+$1.55M
2
+$1.19M
3
+$1.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$882K

Sector Composition

1 Technology 4.74%
2 Communication Services 1.52%
3 Consumer Staples 1.39%
4 Consumer Discretionary 1.38%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.47%
6,248
-56
52
$591K 0.44%
+16,405
53
$588K 0.44%
+11,200
54
$583K 0.44%
43,870
-284
55
$566K 0.42%
9,311
-129
56
$547K 0.41%
+3,233
57
$525K 0.39%
6,882
-558
58
$522K 0.39%
8,674
+904
59
$520K 0.39%
6,014
+224
60
$505K 0.38%
18,783
+4,665
61
$502K 0.38%
16,073
+759
62
$492K 0.37%
2,338
+101
63
$484K 0.36%
3,180
-352
64
$475K 0.36%
6,720
+2,340
65
$473K 0.35%
4,279
+1,668
66
$453K 0.34%
4,112
-233
67
$441K 0.33%
3,330
+1,440
68
$432K 0.32%
+711
69
$431K 0.32%
4,801
+238
70
$428K 0.32%
3,535
+939
71
$418K 0.31%
4,558
+113
72
$400K 0.3%
9,226
-359
73
$397K 0.3%
1,930
-55
74
$392K 0.29%
2,646
-97
75
$365K 0.27%
8,505
+1,189
1 2
3
4 5