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
101
$214K 0.19%
+2,965
102
$213K 0.19%
4,406
-148
103
$213K 0.18%
6,252
-2,146
104
$211K 0.18%
+1,890
105
$208K 0.18%
1,922
-132
106
$203K 0.18%
+2,888
107
$201K 0.17%
2,012
-790
108
$200K 0.17%
+433
109
$154K 0.13%
17,339
-2,458
110
– –
-9,164
111
– –
-4,691
112
– –
-5,469
113
– –
-8,852
114
– –
-1,331
115
– –
-83,105
116
– –
-1,265
117
– –
-5,061
118
– –
-5
119
– –
-11,448
120
– –
-19,139
121
– –
-2,441
122
– –
-749
123
– –
-4,564
124
– –
-16,731
1 2 3 4
5