We are live on ! Find out more
MWM

Maripau Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
– –
-6,146
102
– –
-2,147
103
– –
-1,567
104
– –
-363
105
– –
-16,272
106
– –
-4,511
107
– –
-17,652
108
– –
-4,965
109
– –
-1,290
110
– –
-1,241
111
– –
-3,069
112
– –
-8,130
113
– –
-3,560
114
– –
-2,915
115
– –
-2,649
116
– –
-2,282
117
– –
-1,598
118
– –
-619
119
– –
-5,198
120
– –
-7,390
121
– –
-1,308
122
– –
-5,616
123
– –
-5,584
124
– –
-9,343
125
– –
-3,929
2 3 4
5
6