MWM

Maripau Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.88M
3
+$1.63M
4
UPSD
Aptus Large Cap Upside ETF
UPSD
+$1.52M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.44M

Top Sells

1
+$1.02M
2
+$1,000K
3
+$855K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$832K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$806K

Sector Composition

1 Technology 4.98%
2 Financials 3.18%
3 Consumer Discretionary 1.7%
4 Healthcare 1.51%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.97%
54,485
+13,609
27
$1.66M 0.95%
3,222
+256
28
$1.65M 0.94%
17,723
-2,308
29
$1.55M 0.89%
31,718
-3,827
30
$1.52M 0.87%
+65,478
31
$1.51M 0.87%
7,939
-1,189
32
$1.5M 0.86%
8,711
-1,463
33
$1.47M 0.85%
14,750
-2,685
34
$1.46M 0.84%
24,841
-8,258
35
$1.3M 0.75%
6,761
+3,976
36
$1.24M 0.71%
3,544
+1,580
37
$1.18M 0.68%
4,823
+554
38
$1.16M 0.67%
13,184
+1,157
39
$1.06M 0.61%
+30,358
40
$1.05M 0.61%
1,981
-569
41
$1.04M 0.6%
1,805
+512
42
$1.03M 0.59%
44,559
-9,271
43
$940K 0.54%
10,331
-2,441
44
$938K 0.54%
4,921
-503
45
$915K 0.53%
18,742
-2,296
46
$893K 0.51%
31,941
+8,073
47
$873K 0.5%
11,146
-1,359
48
$842K 0.48%
26,996
+5,878
49
$804K 0.46%
1,713
+240
50
$803K 0.46%
2,923
+652
1
2
3 4 5