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
251
$267K 0.06%
2,574
+3
252
$266K 0.06%
+5,957
253
$265K 0.06%
5,829
-1,467
254
$259K 0.06%
1,213
+48
255
$259K 0.06%
2,642
-979
256
$258K 0.06%
1,142
+10
257
$255K 0.06%
1,080
+1,041
258
$253K 0.05%
10,056
-314
259
$251K 0.05%
+2,694
260
$251K 0.05%
2,502
-237
261
$247K 0.05%
3,969
-658
262
$247K 0.05%
+625
263
$246K 0.05%
5,494
+15
264
$245K 0.05%
2,713
-80
265
$243K 0.05%
4,383
-6,366
266
$241K 0.05%
12,464
-37,056
267
$241K 0.05%
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268
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269
$230K 0.05%
+380
270
$230K 0.05%
3,637
271
$228K 0.05%
3,663
-479
272
$228K 0.05%
4,920
+69
273
$223K 0.05%
+121
274
$223K 0.05%
4,341
-92
275
$223K 0.05%
5,368
-85
9 10
11
12 13