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
76
$274K 0.24%
+2,292
77
$259K 0.23%
+3,426
78
$257K 0.23%
5,382
-3,320
79
$252K 0.22%
2,310
+3
80
$248K 0.22%
16,419
-408
81
$242K 0.22%
+2,004
82
$238K 0.21%
2,980
-774
83
$235K 0.21%
5,660
-4,505
84
$234K 0.21%
5,301
-426
85
$231K 0.21%
2,313
-238
86
$229K 0.2%
+14,938
87
$228K 0.2%
+739
88
$222K 0.2%
483
+56
89
$220K 0.2%
8,132
-967
90
$218K 0.19%
1,509
-3,888
91
$211K 0.19%
+11,151
92
$210K 0.19%
5,308
-339
93
$210K 0.19%
2,142
-1,684
94
$203K 0.18%
1,096
-27
95
$201K 0.18%
10,065
-20
96
$196K 0.17%
+10,000
97
$138K 0.12%
+10,117
98
$57.6K 0.05%
+1,272
99
$15.3K 0.01%
+2,441
100
$8.46K 0.01%
+5
1 2 3
4
5