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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.08M
3
+$7.06M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.16M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 1.03%
3 Financials 0.61%
4 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 9.56%
+451,429
2
$8.08M 7.65%
+79,871
3
$7.06M 6.69%
+15,642
4
$6.16M 5.84%
+116,614
5
$4.72M 4.47%
+89,052
6
$4.5M 4.26%
+33,013
7
$4.46M 4.22%
+187,196
8
$3.37M 3.19%
+67,597
9
$3.33M 3.16%
+33,479
10
$3.18M 3.01%
+124,871
11
$2.68M 2.54%
+52,790
12
$2.19M 2.07%
+5,290
13
$2.11M 2%
+7,316
14
$1.9M 1.8%
+11,164
15
$1.76M 1.66%
+11,959
16
$1.71M 1.62%
+10,850
17
$1.56M 1.48%
+30,996
18
$1.46M 1.38%
+56,546
19
$1.41M 1.33%
+20,162
20
$1.39M 1.32%
+26,149
21
$1.39M 1.31%
+27,136
22
$1.23M 1.16%
+15,526
23
$1.15M 1.09%
+20,298
24
$1M 0.95%
+27,585
25
$979K 0.93%
+5,688
1
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