MW
Maia Wealth Portfolio holdings
AUM
$525M
1-Year Return
13.27%
This Quarter Return
-1.7%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$441M
AUM Growth
-$23.7M
(-5.1%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
27.53%
Holding
363
New
38
Increased
140
Reduced
111
Closed
71
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Financials | 6.7% |
| 3 | Communication Services | 3.73% |
| 4 | Consumer Discretionary | 3.68% |
| 5 | Healthcare | 3.23% |
