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
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.46M
3
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.25M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.1M

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
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