We are live on ! Find out more
MW

Maia Wealth Portfolio holdings

AUM $591M
1-Year Est. Return 16.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.7%
2 Financials 5.37%
3 Communication Services 3.85%
4 Healthcare 3.72%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$440K 0.07%
8,554
-493
227
$438K 0.07%
9,323
+240
228
$438K 0.07%
17,571
+652
229
$432K 0.07%
5,996
-156
230
$427K 0.07%
11,166
-514
231
$424K 0.07%
6,404
+155
232
$418K 0.07%
8,286
-20,707
233
$416K 0.07%
455
-31
234
$414K 0.07%
9,754
-2,159
235
$402K 0.07%
5,260
+491
236
$399K 0.07%
7,790
+2,841
237
$399K 0.07%
4,722
-39
238
$393K 0.07%
14,573
-1,756
239
$392K 0.07%
+8,015
240
$391K 0.07%
1,686
+54
241
$390K 0.07%
13,255
-508
242
$389K 0.07%
4,811
-231
243
$389K 0.07%
+7,515
244
$386K 0.07%
2,312
+1,397
245
$383K 0.06%
4,585
+235
246
$383K 0.06%
9,811
-903
247
$380K 0.06%
5,835
+152
248
$377K 0.06%
7,895
+1,932
249
$367K 0.06%
1,695
-1,066
250
$367K 0.06%
9,207
+1,076