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
51
$505K 0.45%
11,718
-29
52
$499K 0.44%
5,765
-2,397
53
$455K 0.41%
+14,568
54
$414K 0.37%
3,748
-2,883
55
$395K 0.35%
+5,004
56
$393K 0.35%
2,205
-149
57
$384K 0.34%
9,817
+609
58
$382K 0.34%
+4,806
59
$378K 0.34%
+6,363
60
$377K 0.34%
+8,920
61
$359K 0.32%
7,517
+80
62
$359K 0.32%
13,878
+129
63
$350K 0.31%
12,416
+674
64
$318K 0.28%
3,295
+849
65
$311K 0.28%
+1,085
66
$305K 0.27%
+7,961
67
$294K 0.26%
6,790
+156
68
$294K 0.26%
6,647
+37
69
$292K 0.26%
+4,595
70
$291K 0.26%
+7,992
71
$291K 0.26%
8,936
-2,357
72
$289K 0.26%
2,628
-408
73
$285K 0.25%
1,753
-535
74
$275K 0.24%
+7,683
75
$275K 0.24%
+30,892
1 2
3
4 5