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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
276
$302K 0.05%
351
-4
277
$299K 0.05%
+9,776
278
$299K 0.05%
8,255
-3,752
279
$298K 0.05%
2,089
-260
280
$296K 0.05%
+358
281
$292K 0.05%
2,429
-16
282
$290K 0.05%
4,201
-2,154
283
$290K 0.05%
3,319
-1,520
284
$289K 0.05%
1,007
-55
285
$285K 0.05%
+10,673
286
$282K 0.05%
895
-60
287
$282K 0.05%
+7,972
288
$281K 0.05%
+11,201
289
$278K 0.05%
1,476
-10
290
$277K 0.05%
2,296
+392
291
$276K 0.05%
10,186
+1,062
292
$274K 0.05%
4,057
-382
293
$272K 0.05%
+720
294
$271K 0.05%
2,923
+35
295
$264K 0.04%
3,555
296
$264K 0.04%
2,810
-323
297
$264K 0.04%
3,972
-95
298
$263K 0.04%
+4,772
299
$259K 0.04%
1,495
-50
300
$259K 0.04%
10,181
-1,564