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
$96.1M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$757K
3
+$646K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$429K

Top Sells

1
+$1.35M
2
+$1.11M
3
+$905K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$701K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$561K

Sector Composition

1 Technology 1.62%
2 Consumer Discretionary 0.77%
3 Financials 0.47%
4 Energy 0.29%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.22%
699
-59
77
$204K 0.21%
+10,191
78
$203K 0.21%
3,379
-145
79
$200K 0.21%
+10,594
80
– –
-13,970
81
– –
-4,268
82
– –
-448
83
– –
-4,347
84
– –
-2,179
85
– –
-9,681
86
– –
-52,009
1 2 3
4