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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$8.08M
3 +$7.06M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.16M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 1.03%
3 Financials 0.61%
4 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.21%
+691
77
$217K 0.21%
+5,144
78
$214K 0.2%
+3,081
79
$213K 0.2%
+742
80
$211K 0.2%
+1,520
81
$205K 0.19%
+4,185