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
51
$800K 0.46%
8,547
+2,048
52
$782K 0.45%
31,487
-355
53
$773K 0.44%
7,470
+693
54
$720K 0.41%
1,327
+123
55
$708K 0.41%
12,282
+2,491
56
$700K 0.4%
2,430
+1,310
57
$689K 0.4%
4,906
-663
58
$672K 0.39%
12,451
-2,350
59
$647K 0.37%
13,962
-1,510
60
$642K 0.37%
12,262
-2,098
61
$610K 0.35%
11,065
-1,457
62
$598K 0.34%
2,111
+499
63
$597K 0.34%
5,402
-1,606
64
$595K 0.34%
8,530
-1,049
65
$593K 0.34%
1,082
+685
66
$591K 0.34%
1,796
+931
67
$580K 0.33%
3,754
-537
68
$580K 0.33%
1,108
+247
69
$577K 0.33%
25,121
-2,440
70
$566K 0.32%
2,327
+475
71
$566K 0.32%
919
+243
72
$551K 0.32%
+38,599
73
$545K 0.31%
3,410
+1,096
74
$542K 0.31%
919
+232
75
$539K 0.31%
1,870
+709
1 2
3
4 5