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
276
$222K 0.05%
6,742
-77
277
$221K 0.05%
4,537
-191
278
$221K 0.05%
+3,480
279
$219K 0.05%
+21,101
280
$218K 0.05%
+4,833
281
$218K 0.05%
496
+57
282
$214K 0.05%
5,018
-565
283
$213K 0.05%
771
+59
284
$211K 0.05%
2,770
285
$209K 0.04%
4,624
-256
286
$209K 0.04%
+9,337
287
$206K 0.04%
7,686
-4,851
288
$206K 0.04%
+14,028
289
$205K 0.04%
+7,699
290
$202K 0.04%
+1,367
291
$196K 0.04%
6,000
292
$189K 0.04%
18,038
+92
293
$157K 0.03%
1,166
294
$141K 0.03%
1,385
-190
295
$128K 0.03%
6,000
296
$90.3K 0.02%
562
297
$89.8K 0.02%
11,783
-155
298
$71.4K 0.02%
295
299
$62.4K 0.01%
+14,602
300
$61.5K 0.01%
901
10 11
12
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