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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
51
$3.01M 0.51%
71,247
+19,516
52
$3M 0.51%
29,989
-971
53
$2.94M 0.5%
+125,315
54
$2.93M 0.49%
9,103
+1,989
55
$2.9M 0.49%
+90,817
56
$2.89M 0.49%
6,485
+2,171
57
$2.8M 0.47%
10,929
+1,909
58
$2.8M 0.47%
56,081
+13,830
59
$2.77M 0.47%
5,010
-1,221
60
$2.74M 0.46%
11,664
+2,214
61
$2.7M 0.45%
83,000
-3,108
62
$2.61M 0.44%
111,489
+12,256
63
$2.58M 0.44%
76,429
-2,420
64
$2.47M 0.42%
30,314
+10,966
65
$2.47M 0.42%
26,379
+8,368
66
$2.45M 0.41%
3,599
-376
67
$2.44M 0.41%
102,983
+57,104
68
$2.44M 0.41%
11,457
-1,067
69
$2.36M 0.4%
+118,251
70
$2.32M 0.39%
12,322
+845
71
$2.32M 0.39%
54,005
+7,668
72
$2.28M 0.38%
81,666
-1,077
73
$2.25M 0.38%
45,023
-4,054
74
$2.23M 0.38%
+33,317
75
$2.19M 0.37%
10,691
-16,119
1 2
3
4 5