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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.71M
3
+$1.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$963K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$832K

Top Sells

1
+$1.55M
2
+$1.19M
3
+$1.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$882K

Sector Composition

1 Technology 4.74%
2 Communication Services 1.52%
3 Consumer Staples 1.39%
4 Consumer Discretionary 1.38%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.27%
6,285
+144
77
$364K 0.27%
5,153
+91
78
$357K 0.27%
+13,399
79
$357K 0.27%
8,231
-298
80
$357K 0.27%
4,687
+1,620
81
$357K 0.27%
13,912
+708
82
$353K 0.26%
2,009
+829
83
$338K 0.25%
5,477
+1,676
84
$330K 0.25%
4,327
+1,362
85
$329K 0.25%
+16,032
86
$310K 0.23%
6,111
-4,586
87
$308K 0.23%
6,094
+187
88
$307K 0.23%
+14,763
89
$306K 0.23%
6,878
+27
90
$300K 0.23%
1,498
-113
91
$299K 0.22%
3,928
-171
92
$295K 0.22%
+4,828
93
$284K 0.21%
5,699
+3
94
$282K 0.21%
3,071
-39
95
$279K 0.21%
501
+9
96
$278K 0.21%
9,663
+459
97
$274K 0.21%
+5,409
98
$272K 0.2%
+4,685
99
$272K 0.2%
2,341
+329
100
$270K 0.2%
+7,107
2 3
4
5 6