MWM

Maripau Wealth Management Portfolio holdings

AUM $217M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.42M
3
+$1.37M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.06M

Top Sells

1
+$2.71M
2
+$1.96M
3
+$1.94M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0.41%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,465
102
– –
-564
103
– –
-1,096
104
– –
-4,045
105
– –
-6,146
106
– –
-2,147
107
– –
-1,567
108
– –
-363
109
– –
-16,272
110
– –
-4,511
111
– –
-17,652
112
– –
-4,965
113
– –
-1,290
114
– –
-1,241
115
– –
-3,069
116
– –
-8,130
117
– –
-3,560
118
– –
-2,915
119
– –
-2,649
120
– –
-2,282
121
– –
-1,598
122
– –
-619
123
– –
-5,198
124
– –
-7,390
125
– –
-1,308
2 3 4
5
6