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
126
$217K 0.16%
2,157
-245
127
$214K 0.16%
+950
128
$212K 0.16%
4,395
-11
129
$211K 0.16%
+6,246
130
$210K 0.16%
2,926
+38
131
$208K 0.16%
+1,112
132
$204K 0.15%
+1,132
133
$201K 0.15%
5,596
-656
134
$167K 0.13%
17,150
-189
135
$49.9K 0.04%
+1,287
136
$20.5K 0.02%
+39,493
137
$2.21K ﹤0.01%
+10,050
138
$2.19K ﹤0.01%
+15,000
139
$207 ﹤0.01%
+10,000
140
– –
-2,526
141
– –
-3,947
142
– –
-16,214
143
– –
-1,922
144
– –
-26,383
145
$0 ﹤0.01%
+10,754
2 3 4 5
6