MWM
Maripau Wealth Management Portfolio holdings
AUM $174M
This Quarter Return
-1.41%
1 Year Return
+7.76%
3 Year Return
+18.08%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$5.63M (+3%)
Cap. Flow
+$9.1M
Cap. Flow % of AUM
5.22%
Top 10 Holdings %Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17
Top Buys
| 1 | $2.86M | |
| 2 | $1.88M | |
| 3 | $1.63M | |
| 4 | $1.52M | |
| 5 | $1.44M |
Top Sells
| 1 | $1.02M | |
| 2 | $1,000K | |
| 3 | $855K | |
| 4 | $832K | |
| 5 | $806K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.18% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.22% |