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
76
$521K 0.3%
+21,219
77
$514K 0.3%
16,491
-4,501
78
$510K 0.29%
1,968
-268
79
$509K 0.29%
8,988
+2,192
80
$506K 0.29%
2,392
+438
81
$482K 0.28%
+509
82
$474K 0.27%
9,968
+207
83
$449K 0.26%
44,742
+790
84
$447K 0.26%
2,119
-90
85
$446K 0.26%
2,692
+843
86
$446K 0.26%
1,755
+566
87
$435K 0.25%
3,658
+326
88
$433K 0.25%
5,657
-709
89
$427K 0.24%
4,710
+112
90
$410K 0.24%
2,448
-43
91
$405K 0.23%
5,754
-723
92
$377K 0.22%
2,215
+750
93
$373K 0.21%
4,730
-4,878
94
$367K 0.21%
6,226
-87
95
$363K 0.21%
+1,810
96
$338K 0.19%
5,631
-1,419
97
$334K 0.19%
2,657
+3
98
$329K 0.19%
3,590
-682
99
$329K 0.19%
4,025
-323
100
$315K 0.18%
4,388
-47
2 3
4
5 6