MWM
Maripau Wealth Management Portfolio holdings
AUM $174M
AUM
$174M
AUM Growth
+$5.63M (+3%)
Cap. Flow
+$14.8M
Cap. Flow % of AUM
8.48%
Top 10 Holdings %Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17
Top Buys
| 1 | $2.86M | |
| 2 | $1.88M | |
| 3 | $1.63M | |
| 4 | $1.52M | |
| 5 | $1.44M |
Top Sells
| 1 | $1.02M | |
| 2 | $1,000K | |
| 3 | $855K | |
| 4 | $832K | |
| 5 | $547K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.18% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $521K | 0.3% | 21,219 | New | +$521K | |||
| $514K | 0.29% | 16,491 -4,501 | -21% | -$140K | |||
| $510K | 0.29% | 1,968 -268 | -12% | -$69.4K | |||
| $509K | 0.29% | 8,988 +2,192 | +32% | +$124K | |||
| $506K | 0.29% | 2,392 +438 | +22% | +$92.6K | |||
| $482K | 0.28% | 509 | New | +$482K | |||
| $474K | 0.27% | 9,968 +207 | +2% | +$9.84K | |||
| $449K | 0.26% | 44,742 +790 | +2% | +$7.92K | |||
| $447K | 0.26% | 2,119 -90 | -4% | -$19K | |||
| $446K | 0.26% | 2,692 +843 | +46% | +$140K | |||
| $446K | 0.26% | 1,755 +566 | +48% | +$144K | |||
| $435K | 0.25% | 3,658 +326 | +10% | +$38.8K | |||
| $433K | 0.25% | 5,657 -709 | -11% | -$54.3K | |||
| $427K | 0.24% | 4,710 +112 | +2% | +$10.1K | |||
| $410K | 0.24% | 2,448 -43 | -2% | -$7.2K | |||
| $405K | 0.23% | 5,754 -723 | -11% | -$50.9K | |||
| $377K | 0.22% | 2,215 +750 | +51% | +$128K | |||
| $373K | 0.21% | 4,730 -4,878 | -51% | -$385K | |||
| $367K | 0.21% | 6,226 -87 | -1% | -$5.13K | |||
| $363K | 0.21% | 1,810 | New | +$363K | |||
| $338K | 0.19% | 5,631 -1,419 | -20% | -$85.3K | |||
| $334K | 0.19% | 2,657 +3 | +0.1% | +$377 | |||
| $329K | 0.19% | 3,590 -682 | -16% | -$62.6K | |||
| $329K | 0.19% | 4,025 -323 | -7% | -$26.4K | |||
| $315K | 0.18% | 4,388 -47 | -1% | -$3.37K |
