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
1
$12.3M 10.93%
504,654
+5,095
2
$7.52M 6.69%
16,863
+992
3
$6.86M 6.1%
131,603
+5,804
4
$4.66M 4.15%
34,578
+31,960
5
$4.53M 4.03%
99,646
+18,237
6
$3.71M 3.3%
38,881
+6,585
7
$3.32M 2.96%
67,392
+3,406
8
$3.28M 2.92%
31,839
+5,287
9
$3.03M 2.7%
32,524
+3,652
10
$2.97M 2.65%
30,501
-34,040
11
$2.78M 2.47%
56,765
-8,771
12
$2.77M 2.46%
59,969
-5,267
13
$2.55M 2.27%
9,004
-711
14
$2.16M 1.92%
112,618
-26,839
15
$2.15M 1.92%
94,078
+61,155
16
$2.13M 1.9%
15,021
-624
17
$2.13M 1.9%
92,446
+12,756
18
$1.85M 1.65%
16,992
+3,516
19
$1.63M 1.45%
84,528
+2,563
20
$1.56M 1.39%
31,973
-370
21
$1.52M 1.35%
20,470
+2,617
22
$1.41M 1.26%
18,685
+173
23
$1.35M 1.2%
3,658
+762
24
$1.26M 1.12%
3,090
-320
25
$1.09M 0.97%
23,742
-397
1
2 3 4 5