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
$465M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.26M
3
+$5.29M
4
BGLD icon
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
+$2.84M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.53M

Top Sells

1
+$9.55M
2
+$5.73M
3
+$5.69M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.33M

Sector Composition

1 Technology 7.92%
2 Financials 7.11%
3 Communication Services 4.31%
4 Consumer Discretionary 4.25%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.45%
17,632
-263
52
$2.06M 0.44%
20,628
+2,046
53
$2.04M 0.44%
2,528
+113
54
$2.04M 0.44%
3,399
-50
55
$2.03M 0.44%
7,960
+551
56
$1.97M 0.42%
60,230
-3,167
57
$1.96M 0.42%
9,869
+1,744
58
$1.93M 0.42%
3,548
+300
59
$1.92M 0.41%
40,568
-567
60
$1.89M 0.41%
3,748
+8
61
$1.83M 0.39%
37,605
+17,786
62
$1.83M 0.39%
52,530
-255
63
$1.75M 0.38%
18,960
-1,500
64
$1.74M 0.38%
29,086
+8,638
65
$1.71M 0.37%
14,471
+1,964
66
$1.68M 0.36%
5,604
+734
67
$1.65M 0.35%
13,112
+2,593
68
$1.64M 0.35%
+64,415
69
$1.63M 0.35%
9,533
+1,496
70
$1.59M 0.34%
4,878
+590
71
$1.58M 0.34%
21,529
+2,537
72
$1.58M 0.34%
7,392
+735
73
$1.54M 0.33%
30,758
-21,832
74
$1.53M 0.33%
3,213
+826
75
$1.51M 0.33%
3,444
+295
1 2
3
4 5