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
$115M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.05M
3
+$949K
4
OEF icon
iShares S&P 100 ETF
OEF
+$882K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$498K

Top Sells

1
+$1.46M
2
+$1.05M
3
+$857K
4
AAPL icon
Apple
AAPL
+$699K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$633K

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 1.29%
3 Communication Services 1.1%
4 Financials 0.75%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.25%
1,715
77
$290K 0.25%
2,596
-4,687
78
$288K 0.25%
+3,110
79
$288K 0.25%
2,611
+471
80
$286K 0.25%
+7,316
81
$282K 0.25%
4,380
+828
82
$278K 0.24%
+6,851
83
$274K 0.24%
1,611
+65
84
$272K 0.24%
5,907
-964
85
$272K 0.24%
2,822
-115
86
$267K 0.23%
+10,828
87
$262K 0.23%
6,715
-734
88
$261K 0.23%
5,696
-1,059
89
$252K 0.22%
9,204
-1,641
90
$245K 0.21%
3,834
-3,294
91
$240K 0.21%
2,402
-148
92
$234K 0.2%
1,676
-462
93
$233K 0.2%
+11,941
94
$228K 0.2%
1,959
-242
95
$227K 0.2%
+492
96
$222K 0.19%
490
-2
97
$216K 0.19%
3,067
-6,589
98
$214K 0.19%
+2,526
99
$214K 0.19%
+825
100
$214K 0.19%
+3,801
1 2 3
4
5