MWM

Maripau Wealth Management Portfolio holdings

AUM $217M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$567K
3
+$565K
4
AAPL icon
Apple
AAPL
+$475K
5
HDV
iShares Core High Dividend ETF
HDV
+$474K

Top Sells

1
+$2.09M
2
+$1.34M
3
+$1.1M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.08M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.05M

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 1.45%
3 Financials 0.45%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
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