MW
Maia Wealth Portfolio holdings
AUM
$525M
1-Year Est. Return
13.27%
1 Year Est. Return
+13.27%
AUM
$441M
AUM Growth
-$23.7M
(-5.1%)
Holding
363
Top Buys
| 1 | +$5.54M | |
| 2 | +$4.9M | |
| 3 | +$4.11M | |
| 4 |
FT Vest International Equity Buffer ETF September
YSEP
|
+$2.86M |
| 5 |
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
|
+$2.7M |
Top Sells
| 1 | +$9.84M | |
| 2 | +$6.26M | |
| 3 | +$3.44M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.28M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.12M |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Financials | 6.7% |
| 3 | Communication Services | 3.73% |
| 4 | Consumer Discretionary | 3.68% |
| 5 | Healthcare | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Western Midstream Partners
WES
$15.6B
| – | – |
-50
|
|
||
352
W.P. Carey
WPC
$14.6B
| – | – |
-4,887
|
|
||
353
Western Union
WU
$2.86B
| – | – |
-21,101
|
|
||
354
Energy Select Sector SPDR Fund
XLE
$26.5B
| – | – |
-2,713
|
|
||
355
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
| – | – |
-1,735
|
|
||
356
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$73.6M
| – | – |
-14,028
|
|
||
357
SPDR S&P Telecom ETF
XTL
$169M
| – | – |
-3,210
|
|
||
358
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
| – | – |
-8,180
|
|
||
359
Yeti Holdings
YETI
$2.89B
| – | – |
-25
|
|
||
360
FT Vest International Equity Buffer ETF June
YJUN
$169M
| – | – |
-289,852
|
|
||
361
FT Vest International Equity Moderate Buffer ETF March
YMAR
$139M
| – | – |
-431,824
|
|