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
$111M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.07M
3
+$1.32M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$978K

Top Sells

1
+$704K
2
+$697K
3
+$625K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$595K
5
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$258K

Sector Composition

1 Technology 1.32%
2 Consumer Discretionary 0.94%
3 Financials 0.4%
4 Healthcare 0.23%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 11.23%
568,719
+117,290
2
$9.73M 8.79%
101,482
+21,611
3
$7.46M 6.74%
17,312
+1,670
4
$7.16M 6.47%
141,876
+25,262
5
$4.52M 4.08%
92,520
+3,468
6
$3.6M 3.25%
149,392
+24,521
7
$3.47M 3.13%
158,627
-28,569
8
$3.28M 2.96%
18,662
+7,498
9
$3.21M 2.9%
27,076
-5,937
10
$3.14M 2.83%
65,787
+12,997
11
$3.03M 2.74%
66,185
-1,412
12
$2.41M 2.18%
26,854
-6,625
13
$2.21M 2%
8,442
+1,126
14
$1.96M 1.77%
4,964
-326
15
$1.76M 1.59%
12,112
+153
16
$1.74M 1.57%
71,784
+15,238
17
$1.44M 1.3%
32,619
+1,623
18
$1.4M 1.26%
9,592
-1,258
19
$1.36M 1.22%
26,680
+531
20
$1.22M 1.1%
15,839
+313
21
$1.21M 1.1%
25,183
-1,953
22
$1.2M 1.09%
17,713
-2,449
23
$1.05M 0.94%
33,865
+6,280
24
$982K 0.89%
23,001
+8,787
25
$978K 0.88%
+8,878
1
2 3 4