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
101
$310K 0.18%
3,137
-2,492
102
$309K 0.18%
775
+9
103
$303K 0.17%
14,546
-500
104
$296K 0.17%
3,607
-175
105
$296K 0.17%
487
-22
106
$280K 0.16%
3,000
-1,830
107
$279K 0.16%
2,291
-1,391
108
$274K 0.16%
10,576
-837
109
$270K 0.15%
3,778
+595
110
$267K 0.15%
3,524
-786
111
$263K 0.15%
1,128
+29
112
$255K 0.15%
964
+162
113
$253K 0.15%
+2,166
114
$247K 0.14%
2,463
-4,072
115
$245K 0.14%
2,670
-14
116
$240K 0.14%
+3,045
117
$238K 0.14%
1,180
+5
118
$237K 0.14%
+546
119
$232K 0.13%
+9,728
120
$230K 0.13%
1,781
-431
121
$228K 0.13%
1,458
-909
122
$222K 0.13%
606
+75
123
$221K 0.13%
+8,130
124
$218K 0.13%
+584
125
$218K 0.12%
3,397
-1,094
3 4
5
6 7