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
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$10.6M
3
+$10.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$9.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.12%
2 Financials 6.43%
3 Healthcare 4.01%
4 Communication Services 3.92%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.5%
+38,281
52
$1.65M 0.5%
+17,839
53
$1.65M 0.5%
+12,853
54
$1.53M 0.46%
+6,883
55
$1.49M 0.45%
+2,898
56
$1.48M 0.44%
+17,215
57
$1.45M 0.44%
+17,700
58
$1.42M 0.43%
+18,953
59
$1.39M 0.42%
+39,036
60
$1.38M 0.41%
+30,475
61
$1.36M 0.41%
+6,768
62
$1.32M 0.4%
+2,332
63
$1.31M 0.39%
+13,528
64
$1.26M 0.38%
+21,096
65
$1.26M 0.38%
+50,762
66
$1.19M 0.36%
+6,915
67
$1.17M 0.35%
+46,941
68
$1.13M 0.34%
+27,353
69
$1.11M 0.33%
+18,045
70
$1.08M 0.33%
+4,277
71
$1.07M 0.32%
+9,461
72
$1.07M 0.32%
+30,721
73
$1.01M 0.3%
+37,302
74
$988K 0.3%
+3,803
75
$913K 0.27%
+12,807
1 2
3
4 5