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
101
$270K 0.2%
2,478
-1,104
102
$270K 0.2%
3,352
-275
103
$268K 0.2%
4,112
+278
104
$268K 0.2%
2,495
-1,227
105
$267K 0.2%
10,828
106
$266K 0.2%
+7,781
107
$261K 0.2%
753
-266
108
$261K 0.2%
+498
109
$260K 0.19%
1,422
-293
110
$254K 0.19%
2,679
-143
111
$251K 0.19%
+1,216
112
$250K 0.19%
+749
113
$247K 0.19%
+2,850
114
$247K 0.19%
+1,869
115
$244K 0.18%
1,949
-10
116
$244K 0.18%
1,615
-61
117
$243K 0.18%
+1,534
118
$242K 0.18%
5,759
-956
119
$238K 0.18%
842
+17
120
$237K 0.18%
4,668
-23,499
121
$233K 0.18%
11,829
-112
122
$230K 0.17%
+2,264
123
$229K 0.17%
426
-7
124
$227K 0.17%
+1,295
125
$226K 0.17%
497
+7
2 3 4
5
6