MWM
Maripau Wealth Management Portfolio holdings
AUM
$199M
1-Year Return
14.97%
This Quarter Return
-1.41%
1 Year Return
+14.97%
3 Year Return
+47.5%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$5.63M
(+3.3%)
Cap. Flow
+$9.1M
Cap. Flow
% of AUM
5.22%
Top 10 Holdings %
Top 10 Hldgs %
43.38%
Holding
151
New
13
Increased
58
Reduced
62
Closed
17
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.86M |
| 2 |
DoubleLine Mortgage ETF
DMBS
|
$1.88M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$1.63M |
| 4 |
UPSD
Aptus Large Cap Upside ETF
UPSD
|
$1.52M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
$1.44M |
Top Sells
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.18% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.22% |
