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
$96.2M
AUM Growth
+$32.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$287K
3
+$205K
4
LMT icon
Lockheed Martin
LMT
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$97K

Top Sells

1
+$882K
2
+$797K
3
+$295K
4
MRK icon
Merck
MRK
+$251K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$231K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.82%
3 Materials 0.27%
4 Energy 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 11.94%
499,559
-2,932
2
$6.52M 6.79%
15,871
+23
3
$6.06M 6.3%
125,799
-844
4
$5.84M 6.07%
64,541
-1,726
5
$3.76M 3.91%
81,409
-2,262
6
$3.18M 3.31%
65,536
-1,143
7
$3.12M 3.25%
63,986
-3,129
8
$3.03M 3.15%
32,296
-163
9
$2.95M 3.06%
65,236
+608
10
$2.82M 2.94%
26,552
-2,167
11
$2.75M 2.86%
139,457
+65,256
12
$2.74M 2.84%
28,872
-829
13
$2.42M 2.52%
9,715
-197
14
$2.16M 2.25%
15,645
+485
15
$1.87M 1.94%
79,690
-2,710
16
$1.6M 1.67%
81,965
-303
17
$1.58M 1.65%
32,343
+140
18
$1.42M 1.47%
18,512
+172
19
$1.3M 1.35%
17,853
+15
20
$1.28M 1.33%
3,410
-116
21
$1.25M 1.3%
13,476
-192
22
$1.18M 1.23%
10,285
-342
23
$1.12M 1.17%
24,139
-25
24
$998K 1.04%
24,714
+345
25
$929K 0.97%
2,896
-108
1
2 3 4