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
$405M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.53M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.04M

Top Sells

1
+$3.47M
2
+$2.3M
3
+$1.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M

Sector Composition

1 Technology 7.73%
2 Financials 6.23%
3 Consumer Discretionary 3.86%
4 Healthcare 3.69%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.49%
63,397
-14,227
52
$1.97M 0.49%
33,123
+336
53
$1.95M 0.48%
41,135
+2,854
54
$1.91M 0.47%
20,460
+2,621
55
$1.84M 0.45%
52,785
-3,740
56
$1.82M 0.45%
3,248
+350
57
$1.81M 0.45%
18,582
+7,596
58
$1.8M 0.44%
+53,318
59
$1.77M 0.44%
19,049
-2,082
60
$1.76M 0.43%
12,507
-346
61
$1.74M 0.43%
7,409
+526
62
$1.67M 0.41%
8,125
+1,210
63
$1.63M 0.4%
22,461
+4,761
64
$1.56M 0.39%
5,447
+2,227
65
$1.53M 0.38%
15,512
+7,014
66
$1.52M 0.38%
3,149
+817
67
$1.5M 0.37%
29,933
+25,737
68
$1.49M 0.37%
31,691
+1,216
69
$1.46M 0.36%
15,306
+1,778
70
$1.45M 0.36%
15,790
-1,425
71
$1.42M 0.35%
18,992
+39
72
$1.41M 0.35%
10,519
+3,481
73
$1.39M 0.34%
4,870
+593
74
$1.38M 0.34%
4,288
+485
75
$1.35M 0.33%
6,657
+799
1 2
3
4 5