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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$3.32M
2 +$634K
3 +$561K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$515K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$429K

Sector Composition

1 Technology 2.32%
2 Consumer Discretionary 0.81%
3 Communication Services 0.79%
4 Materials 0.22%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-749
102
-6,561
103
-2,549
104
-2,716
105
-11,212
106
-1,381
107
-2,165