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
301
$49.8K 0.01%
450
302
$45.1K 0.01%
+14,396
303
$41.7K 0.01%
450
304
$33.7K 0.01%
+63,442
305
$21.5K ﹤0.01%
186
306
$10.3K ﹤0.01%
515
307
$4.26K ﹤0.01%
275
308
$3.77K ﹤0.01%
+250
309
$3.68K ﹤0.01%
+400
310
$3.5K ﹤0.01%
725
311
$3.24K ﹤0.01%
+130
312
$2.64K ﹤0.01%
+45
313
$2.27K ﹤0.01%
+20
314
$2.24K ﹤0.01%
+26
315
$2.15K ﹤0.01%
+45
316
$2.13K ﹤0.01%
+70
317
$2K ﹤0.01%
+30
318
$1.94K ﹤0.01%
+200
319
$1.92K ﹤0.01%
+50
320
$1.82K ﹤0.01%
+35
321
$1.34K ﹤0.01%
+150
322
$1.34K ﹤0.01%
43
323
$963 ﹤0.01%
+25
324
$531 ﹤0.01%
+50
325
– –
-1,375
11 12
13
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