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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
351
-857
352
-3,660
353
0
354
-2,051
355
-173,998
356
0
357
-4,245
358
-6,918
359
-2,644
360
-7,716
361
-5,268
362
-2,581
363
-17,944
364
-3,899
365
-1,790
366
-136,936
367
-28,742
368
-255,634
369
-355,219