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
$465M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.26M
3
+$5.29M
4
BGLD icon
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
+$2.84M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.53M

Top Sells

1
+$9.55M
2
+$5.73M
3
+$5.69M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.33M

Sector Composition

1 Technology 7.92%
2 Financials 7.11%
3 Communication Services 4.31%
4 Consumer Discretionary 4.25%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$297K 0.06%
+3,937
227
$297K 0.06%
13,746
-1,108
228
$294K 0.06%
7,900
+66
229
$294K 0.06%
+3,733
230
$294K 0.06%
+2,916
231
$294K 0.06%
+8,620
232
$290K 0.06%
11,739
+164
233
$290K 0.06%
254
-1
234
$289K 0.06%
+4,201
235
$285K 0.06%
+1,145
236
$284K 0.06%
4,519
+1,203
237
$282K 0.06%
+9,895
238
$279K 0.06%
2,719
+38
239
$278K 0.06%
+2,605
240
$277K 0.06%
4,887
+4,237
241
$277K 0.06%
1,025
+259
242
$276K 0.06%
1,273
+3
243
$276K 0.06%
5,661
-95
244
$275K 0.06%
3,395
-541
245
$274K 0.06%
3,774
-3,304
246
$273K 0.06%
1,052
+8
247
$272K 0.06%
+2,529
248
$271K 0.06%
+10,604
249
$269K 0.06%
+8,606
250
$269K 0.06%
+7,007
8 9
10
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