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
251
$259K 0.06%
580
+84
252
$257K 0.06%
+2,720
253
$256K 0.06%
1,243
+98
254
$254K 0.06%
2,690
+1,305
255
$253K 0.06%
+2,615
256
$252K 0.06%
+4,980
257
$249K 0.06%
1,277
+4
258
$241K 0.05%
1,090
+38
259
$241K 0.05%
4,847
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260
$239K 0.05%
2,636
+62
261
$238K 0.05%
1,189
+47
262
$235K 0.05%
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263
$235K 0.05%
3,211
-990
264
$234K 0.05%
5,318
-176
265
$233K 0.05%
2,328
-174
266
$228K 0.05%
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267
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268
$225K 0.05%
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3,831
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270
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5,815
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271
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-12,363
272
$216K 0.05%
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-226
273
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5,963
-1,670
274
$214K 0.05%
4,365
-172
275
$213K 0.05%
2,576
+47
9 10
11
12 13