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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
301
$257K 0.04%
6,595
-436
302
$257K 0.04%
5,139
-243
303
$257K 0.04%
2,770
304
$251K 0.04%
1,577
-1,011
305
$249K 0.04%
4,144
+466
306
$248K 0.04%
10,188
+214
307
$248K 0.04%
+2,618
308
$246K 0.04%
+901
309
$243K 0.04%
+14,588
310
$242K 0.04%
9,371
-254
311
$242K 0.04%
1,723
-147
312
$241K 0.04%
1,344
-117
313
$239K 0.04%
+230
314
$239K 0.04%
3,633
-4
315
$235K 0.04%
4,914
-204
316
$234K 0.04%
812
+24
317
$232K 0.04%
4,272
+315
318
$231K 0.04%
4,981
-633
319
$230K 0.04%
5,657
-1,047
320
$225K 0.04%
+2,026
321
$223K 0.04%
3,594
-257
322
$220K 0.04%
+1,214
323
$217K 0.04%
4,806
-116
324
$211K 0.04%
1,268
+6
325
$211K 0.04%
3,370
+2