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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
251
$363K 0.06%
3,409
-1,043
252
$362K 0.06%
5,682
-1,193
253
$350K 0.06%
4,716
-1,128
254
$350K 0.06%
+24,653
255
$347K 0.06%
1,792
-621
256
$344K 0.06%
5,030
-14
257
$341K 0.06%
975
-92
258
$339K 0.06%
1,391
-17
259
$337K 0.06%
10,787
-2,041
260
$336K 0.06%
7,257
-151
261
$335K 0.06%
2,633
+47
262
$334K 0.06%
+1,750
263
$334K 0.06%
+6,598
264
$331K 0.06%
+7,767
265
$328K 0.06%
2,959
-33
266
$327K 0.06%
3,229
-284
267
$322K 0.05%
1,283
+6
268
$318K 0.05%
5,176
-543
269
$318K 0.05%
6,624
+877
270
$315K 0.05%
552
-47
271
$314K 0.05%
+10,287
272
$306K 0.05%
2,495
+60
273
$303K 0.05%
6,791
-749
274
$303K 0.05%
1,012
-118
275
$303K 0.05%
12,205
+298