MW

Maia Wealth Portfolio holdings

AUM $525M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.53M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.04M

Top Sells

1
+$3.47M
2
+$2.3M
3
+$1.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M

Sector Composition

1 Technology 7.73%
2 Financials 6.23%
3 Consumer Discretionary 3.86%
4 Healthcare 3.69%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.06%
+697
227
$226K 0.06%
6,819
-280
228
$225K 0.06%
+5,453
229
$225K 0.06%
+5,479
230
$225K 0.06%
3,637
+9
231
$225K 0.06%
7,740
+105
232
$224K 0.06%
9,805
-1,082
233
$224K 0.06%
+3,589
234
$223K 0.06%
4,433
-353
235
$221K 0.05%
+3,473
236
$221K 0.05%
11,664
-5,205
237
$221K 0.05%
1,562
-132
238
$219K 0.05%
+4,880
239
$219K 0.05%
3,900
-7,932
240
$218K 0.05%
+3,316
241
$217K 0.05%
4,851
-204
242
$215K 0.05%
+6,000
243
$213K 0.05%
4,202
-1,334
244
$212K 0.05%
+2,327
245
$211K 0.05%
1,375
+136
246
$211K 0.05%
+3,982
247
$209K 0.05%
+712
248
$209K 0.05%
5,144
-839
249
$208K 0.05%
+439
250
$206K 0.05%
+6,078
8 9
10
11 12