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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

Top Buys

1
+$6.49M
2
+$5.05M
3
+$4.96M
4
SQMX
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
+$3.87M
5
SNOV icon
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
+$3.2M

Top Sells

1
+$7.63M
2
+$5.3M
3
+$4.74M
4
OCTM
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
+$4.3M
5
SMAY icon
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
+$4.17M

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
26
$4.84M 0.82%
127,460
-2,120
27
$4.81M 0.81%
81,789
+23,601
28
$4.8M 0.81%
141,121
+46,751
29
$4.64M 0.78%
40,251
-29,476
30
$4.64M 0.78%
119,882
+14,589
31
$4.6M 0.77%
7,344
32
$4.55M 0.77%
15,410
-3,565
33
$4.39M 0.74%
162,813
+18,735
34
$3.98M 0.67%
54,704
+26,172
35
$3.95M 0.67%
+119,919
36
$3.92M 0.66%
11,707
+584
37
$3.72M 0.63%
19,916
-4
38
$3.62M 0.61%
10,096
+2,701
39
$3.54M 0.6%
50,266
+8,332
40
$3.52M 0.59%
29,143
+1,035
41
$3.41M 0.57%
73,022
-28,342
42
$3.35M 0.56%
71,774
+11,256
43
$3.35M 0.56%
16,875
-2,225
44
$3.27M 0.55%
34,602
-9,162
45
$3.26M 0.55%
6,553
+1,493
46
$3.25M 0.55%
33,987
-5,444
47
$3.23M 0.54%
13,380
+3,601
48
$3.16M 0.53%
112,160
+24,623
49
$3.08M 0.52%
9,705
+2,630
50
$3.01M 0.51%
28,098
+4,459
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