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
101
$3.15K ﹤0.01%
5
102
– –
-739
103
– –
-14,938
104
– –
-8,132
105
– –
-6,647
106
– –
-2,004
107
– –
-5,308
108
– –
-10,065
109
– –
-2,980
110
– –
-1,509
111
– –
-10,117
112
– –
-1,096
113
– –
-5,660
114
– –
-35,176
115
– –
-10,000
116
– –
-4,595
1 2 3 4
5