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
$115M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.05M
3
+$949K
4
OEF icon
iShares S&P 100 ETF
OEF
+$882K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$498K

Top Sells

1
+$1.46M
2
+$1.05M
3
+$857K
4
AAPL icon
Apple
AAPL
+$699K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$633K

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 1.29%
3 Communication Services 1.1%
4 Financials 0.75%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 12.56%
558,073
+40,720
2
$9.13M 7.94%
19,118
+861
3
$8.87M 7.71%
158,696
-348
4
$4.47M 3.89%
30,373
+850
5
$4.11M 3.58%
89,272
-4,773
6
$3.28M 2.85%
62,942
-10,214
7
$3.21M 2.79%
32,482
-8,669
8
$2.86M 2.48%
59,655
+494
9
$2.65M 2.31%
8,531
-117
10
$2.37M 2.06%
25,158
-1,368
11
$2.23M 1.94%
23,074
-10,835
12
$2.16M 1.88%
14,439
-41
13
$2.1M 1.82%
41,479
-5,304
14
$1.81M 1.58%
77,788
-15,708
15
$1.81M 1.57%
17,221
-762
16
$1.79M 1.56%
86,985
-20,556
17
$1.49M 1.29%
30,103
-1,223
18
$1.42M 1.24%
28,167
-1,263
19
$1.4M 1.22%
+59,270
20
$1.37M 1.19%
17,826
-791
21
$1.34M 1.17%
10,927
+1,947
22
$1.29M 1.12%
2,714
-200
23
$1.14M 0.99%
2,788
-1,105
24
$1.12M 0.98%
2,990
+426
25
$1.12M 0.97%
5,792
-3,629
1
2 3 4 5