MW

Maia Wealth Portfolio holdings

AUM $594M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.9M
3
+$4.11M
4
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$2.86M
5
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
+$2.7M

Top Sells

1
+$9.84M
2
+$6.26M
3
+$3.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.28M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.12M

Sector Composition

1 Technology 7.6%
2 Financials 6.7%
3 Communication Services 3.73%
4 Consumer Discretionary 3.68%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.07%
+6,915
227
$306K 0.07%
1,235
+140
228
$302K 0.07%
3,029
+113
229
$295K 0.07%
4,660
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230
$294K 0.07%
7,769
-231
231
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3,483
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232
$293K 0.07%
2,750
+31
233
$291K 0.07%
7,461
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234
$291K 0.07%
1,042
+17
235
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236
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9,504
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237
$287K 0.07%
11,907
+168
238
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4,017
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239
$282K 0.06%
8,397
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240
$281K 0.06%
6,345
-5,465
241
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403
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242
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243
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244
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245
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246
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5,198
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247
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248
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10,042
-5,235
249
$262K 0.06%
1,890
+523
250
$262K 0.06%
5,848
+19
8 9
10
11 12