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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.4M
3
+$829K
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$802K
5
TDSB icon
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
+$742K

Top Sells

1
+$3.32M
2
+$634K
3
+$561K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$515K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$429K

Sector Composition

1 Technology 2.32%
2 Consumer Discretionary 0.81%
3 Communication Services 0.79%
4 Materials 0.22%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.96%
2,444
+618
27
$1.06M 0.94%
5,461
+1,663
28
$1.02M 0.91%
9,239
-1,046
29
$933K 0.83%
22,931
-1,783
30
$897K 0.8%
5,658
-547
31
$802K 0.71%
+12,913
32
$758K 0.67%
11,232
+1,807
33
$742K 0.66%
+35,176
34
$728K 0.65%
9,680
-46
35
$695K 0.62%
+6,556
36
$695K 0.62%
2,042
+548
37
$681K 0.61%
+32,656
38
$674K 0.6%
7,337
+3,726
39
$669K 0.6%
8,924
-369
40
$665K 0.59%
10,624
-409
41
$662K 0.59%
9,818
-1,491
42
$658K 0.59%
5,044
+2,247
43
$642K 0.57%
12,808
-1,613
44
$600K 0.53%
3,016
-138
45
$595K 0.53%
11,375
+970
46
$569K 0.51%
+9,853
47
$565K 0.5%
+25,646
48
$553K 0.49%
+8,291
49
$551K 0.49%
6,598
+129
50
$551K 0.49%
2,941
+331
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2
3 4 5