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
51
$510K 0.47%
16,731
+2,163
52
$471K 0.43%
3,703
-1,341
53
$462K 0.42%
11,128
-590
54
$454K 0.42%
+4,379
55
$434K 0.4%
7,534
-2,319
56
$428K 0.39%
+1,222
57
$427K 0.39%
5,469
+663
58
$424K 0.39%
+4,237
59
$410K 0.38%
7,128
+765
60
$409K 0.38%
9,410
+490
61
$401K 0.37%
4,863
-902
62
$392K 0.36%
19,139
-13,517
63
$363K 0.33%
9,918
+101
64
$354K 0.33%
2,066
-139
65
$343K 0.32%
9,164
+1,203
66
$337K 0.31%
6,871
-646
67
$337K 0.31%
+15,950
68
$330K 0.3%
+2,802
69
$328K 0.3%
13,249
-629
70
$311K 0.29%
10,845
-1,571
71
$303K 0.28%
3,985
-1,019
72
$296K 0.27%
8,852
+1,169
73
$280K 0.26%
2,138
-154
74
$279K 0.26%
6,755
-35
75
$270K 0.25%
899
-186
1 2
3
4 5