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
$96.2M
AUM Growth
+$32.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$287K
3
+$205K
4
LMT icon
Lockheed Martin
LMT
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$97K

Top Sells

1
+$882K
2
+$797K
3
+$295K
4
MRK icon
Merck
MRK
+$251K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$231K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.82%
3 Materials 0.27%
4 Energy 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.21%
+1,123
77
$203K 0.21%
10,085
-106
78
$202K 0.21%
+427
79
– –
-699
80
– –
-10,594
81
– –
-2,282
82
– –
-3,379
1 2 3
4