MWM
Maripau Wealth Management Portfolio holdings
AUM $174M
AUM
$174M
AUM Growth
+$5.63M (+3%)
Cap. Flow
+$14.8M
Cap. Flow % of AUM
8.48%
Top 10 Holdings %Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17
Top Buys
| 1 | $2.86M | |
| 2 | $1.88M | |
| 3 | $1.63M | |
| 4 | $1.52M | |
| 5 | $1.44M |
Top Sells
| 1 | $1.02M | |
| 2 | $1,000K | |
| 3 | $855K | |
| 4 | $832K | |
| 5 | $547K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.18% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $310K | 0.18% | 3,137 -2,492 | -44% | -$246K | |||
| $309K | 0.18% | 775 +9 | +1% | +$3.59K | |||
| $303K | 0.17% | 14,546 -500 | -3% | -$10.4K | |||
| $296K | 0.17% | 3,607 -175 | -5% | -$14.4K | |||
| $296K | 0.17% | 487 -22 | -4% | -$13.4K | |||
| $280K | 0.16% | 300 -183 | -38% | -$171K | |||
| $279K | 0.16% | 2,291 -1,391 | -38% | -$170K | |||
| $274K | 0.16% | 10,576 -837 | -7% | -$21.7K | |||
| $270K | 0.15% | 3,778 +595 | +19% | +$42.5K | |||
| $267K | 0.15% | 3,524 -786 | -18% | -$59.5K | |||
| $263K | 0.15% | 1,128 +29 | +3% | +$6.76K | |||
| $255K | 0.15% | 964 +162 | +20% | +$42.9K | |||
| $253K | 0.14% | 2,166 | New | +$253K | |||
| $247K | 0.14% | 2,463 -4,072 | -62% | -$408K | |||
| $245K | 0.14% | 2,670 -14 | -0.5% | -$1.29K | |||
| $240K | 0.14% | 3,045 | New | +$240K | |||
| $238K | 0.14% | 1,180 +5 | +0.4% | +$1.01K | |||
| $237K | 0.14% | 546 | New | +$237K | |||
| $232K | 0.13% | 9,728 | New | +$232K | |||
| $230K | 0.13% | 1,781 -431 | -19% | -$55.6K | |||
| $228K | 0.13% | 1,458 -909 | -38% | -$142K | |||
| $222K | 0.13% | 606 +75 | +14% | +$27.5K | |||
| $221K | 0.13% | 8,130 | New | +$221K | |||
| $218K | 0.13% | 584 | New | +$218K | |||
| $218K | 0.12% | 3,397 -1,094 | -24% | -$70.1K |
