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
$92.7M
AUM Growth
+$204K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$980K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$936K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$857K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$805K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$714K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$610K

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.05%
3 Healthcare 0.47%
4 Financials 0.47%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.24%
5,605
-286
77
$218K 0.24%
+448
78
$214K 0.23%
+3,343
79
$210K 0.23%
746
+1
80
$204K 0.22%
+1,813
81
$204K 0.22%
3,524
-1,157
82
$202K 0.22%
+2,356
83
$202K 0.22%
4,347
+69
84
– –
-9,978
85
– –
-15,783
86
– –
-4,511
87
– –
-671
88
– –
-7,779
89
– –
-21,252
90
– –
-3,741
91
– –
-3,101
1 2 3
4