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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.71M
3
+$1.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$963K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$832K

Top Sells

1
+$1.55M
2
+$1.19M
3
+$1.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$882K

Sector Composition

1 Technology 4.74%
2 Communication Services 1.52%
3 Consumer Staples 1.39%
4 Consumer Discretionary 1.38%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 11.51%
567,915
+9,842
2
$8.94M 6.7%
17,002
-2,116
3
$8.22M 6.16%
133,523
-25,173
4
$5.38M 4.03%
117,987
+28,715
5
$4.56M 3.42%
27,754
-2,619
6
$3.08M 2.31%
61,347
+1,692
7
$2.98M 2.24%
31,541
-941
8
$2.66M 2%
48,968
-13,974
9
$2.64M 1.98%
7,661
-870
10
$2.57M 1.93%
+57,887
11
$2.34M 1.75%
22,523
-551
12
$2.27M 1.7%
24,538
-620
13
$2.24M 1.68%
13,774
-665
14
$2M 1.5%
90,284
+3,299
15
$1.87M 1.4%
22,129
+11,403
16
$1.76M 1.32%
75,308
+16,038
17
$1.72M 1.29%
74,954
-2,834
18
$1.71M 1.28%
+9,135
19
$1.61M 1.2%
3,069
+355
20
$1.6M 1.2%
9,336
+3,544
21
$1.53M 1.14%
16,880
-2,520
22
$1.51M 1.14%
11,212
+285
23
$1.51M 1.14%
29,340
-12,139
24
$1.49M 1.12%
3,544
+554
25
$1.44M 1.08%
29,351
-752
1
2 3 4 5