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
$109M
AUM Growth
-$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.38M
3
+$826K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$802K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$719K

Top Sells

1
+$1.23M
2
+$1.18M
3
+$981K
4
IYW icon
iShares US Technology ETF
IYW
+$841K
5
TDSB icon
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
+$742K

Sector Composition

1 Technology 2.61%
2 Consumer Discretionary 1.16%
3 Financials 0.82%
4 Communication Services 0.74%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$996K 0.92%
19,970
+8,595
27
$973K 0.9%
22,235
-1,507
28
$942K 0.87%
8,980
-8,012
29
$897K 0.83%
22,873
-58
30
$887K 0.82%
14,742
+1,829
31
$846K 0.78%
38,370
-55,708
32
$810K 0.74%
2,564
+522
33
$753K 0.69%
7,283
+727
34
$729K 0.67%
4,737
-921
35
$719K 0.66%
+10,503
36
$715K 0.66%
11,110
-122
37
$693K 0.64%
11,550
+926
38
$682K 0.63%
9,436
-244
39
$657K 0.6%
3,478
+462
40
$620K 0.57%
+2,477
41
$617K 0.57%
3,491
+550
42
$613K 0.56%
9,656
+1,365
43
$603K 0.55%
8,024
+4,598
44
$601K 0.55%
6,549
-788
45
$599K 0.55%
8,935
+11
46
$588K 0.54%
12,227
-581
47
$577K 0.53%
26,997
+1,351
48
$541K 0.5%
5,749
+3,607
49
$539K 0.5%
8,240
-1,578
50
$538K 0.49%
7,110
+512
1
2
3 4 5