MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
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
+$869K
2
+$574K
3
+$544K
4
AAPL icon
Apple
AAPL
+$506K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$465K

Top Sells

1
+$2.1M
2
+$1.25M
3
+$1.05M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.05M
5
GLD icon
SPDR Gold Trust
GLD
+$1.04M

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
in Stake 		Capital Flow
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