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
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.46M
3
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.25M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.1M

Top Sells

1
+$2.71M
2
+$1.96M
3
+$1.94M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0.41%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 16.71%
671,392
+73,278
2
$10.1M 8.77%
149,951
+16,347
3
$7.53M 6.52%
13,052
-1,798
4
$6.06M 5.25%
128,562
+12,655
5
$5.73M 4.96%
108,467
+23,704
6
$4.58M 3.97%
25,570
-1,791
7
$3.45M 2.98%
35,982
-3,691
8
$3.22M 2.79%
56,057
+24,734
9
$3.14M 2.72%
13,465
+2,614
10
$3.13M 2.71%
78,821
+36,780
11
$3.11M 2.69%
62,825
-468
12
$2.82M 2.44%
26,176
-3,815
13
$2.8M 2.42%
29,179
+2,159
14
$2.68M 2.32%
22,051
+3,891
15
$2.63M 2.28%
26,790
-4,468
16
$2.31M 2%
48,192
+12,051
17
$2.3M 1.99%
81,394
+30,202
18
$2.29M 1.98%
98,748
+14,521
19
$2.06M 1.78%
11,789
-1,434
20
$1.8M 1.56%
41,806
+24,627
21
$1.71M 1.48%
72,086
-5,202
22
$1.56M 1.35%
43,262
+4,395
23
$1.45M 1.26%
55,290
-15,157
24
$1.4M 1.21%
24,326
-9,870
25
$1.29M 1.11%
21,037
+5,202
1
2 3 4 5