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
$92.7M
AUM Growth
+$204K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$980K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$936K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$857K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$805K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$714K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$610K

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.05%
3 Healthcare 0.47%
4 Financials 0.47%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 12.68%
543,268
-33,024
2
$6.24M 6.73%
72,779
-5,840
3
$6.14M 6.62%
15,823
+881
4
$5.89M 6.36%
129,756
+5,782
5
$3.37M 3.64%
76,769
+15,253
6
$3.02M 3.26%
73,243
+8,953
7
$2.67M 2.88%
27,739
+2,866
8
$2.42M 2.62%
62,838
+7,179
9
$2.21M 2.38%
28,976
-2,830
10
$2.08M 2.24%
22,977
+16,420
11
$2.04M 2.21%
9,183
+1,602
12
$2.02M 2.18%
90,339
-82,616
13
$1.88M 2.03%
13,606
+1,994
14
$1.79M 1.93%
16,257
+8,906
15
$1.66M 1.79%
93,981
-14,001
16
$1.46M 1.58%
30,503
+4,297
17
$1.42M 1.53%
63,604
+1,304
18
$1.39M 1.5%
3,919
-496
19
$1.35M 1.46%
8,815
+166
20
$1.28M 1.38%
17,119
+2,438
21
$1.21M 1.3%
74,111
+52,552
22
$1.11M 1.2%
52,009
+14,852
23
$1.05M 1.13%
23,694
-746
24
$1.03M 1.11%
+13,451
25
$976K 1.05%
13,706
+2,486
1
2 3 4