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
$92.5M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$574K
3
+$544K
4
AAPL icon
Apple
AAPL
+$506K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$465K

Top Sells

1
+$2.1M
2
+$1.25M
3
+$1.05M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.05M
5
GLD icon
SPDR Gold Trust
GLD
+$1.04M

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 1.45%
3 Financials 0.45%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 13.58%
576,292
+7,573
2
$7.21M 7.79%
78,619
-22,863
3
$6.17M 6.67%
14,942
-2,370
4
$5.99M 6.48%
123,974
-17,902
5
$4.21M 4.56%
172,955
+23,563
6
$2.99M 3.23%
24,873
-2,203
7
$2.95M 3.19%
61,516
-4,271
8
$2.85M 3.09%
64,290
-28,230
9
$2.77M 3%
31,806
+4,952
10
$2.39M 2.59%
55,659
-10,526
11
$2.25M 2.43%
107,982
-50,645
12
$2.04M 2.21%
12,382
-6,280
13
$1.91M 2.06%
7,581
-861
14
$1.67M 1.8%
4,415
-549
15
$1.6M 1.73%
11,612
-500
16
$1.53M 1.65%
62,300
-9,484
17
$1.4M 1.51%
8,649
+3,134
18
$1.34M 1.45%
26,206
-474
19
$1.21M 1.3%
8,626
-966
20
$1.2M 1.3%
24,440
-743
21
$1.14M 1.23%
14,681
-1,158
22
$1.05M 1.13%
25,491
-7,128
23
$1.05M 1.13%
16,069
-1,644
24
$1.01M 1.09%
9,908
+2,452
25
$945K 1.02%
17,993
-314
1
2 3 4