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
76
$910K 0.27%
+5,858
77
$909K 0.27%
+7,038
78
$902K 0.27%
+8,418
79
$899K 0.27%
+3,249
80
$896K 0.27%
+48,270
81
$880K 0.27%
+41,216
82
$859K 0.26%
+4,088
83
$844K 0.25%
+44,617
84
$833K 0.25%
+8,498
85
$829K 0.25%
+1,908
86
$814K 0.25%
+3,220
87
$799K 0.24%
+10,986
88
$788K 0.24%
+34,072
89
$784K 0.24%
+6,809
90
$781K 0.24%
+4,152
91
$780K 0.23%
+1,571
92
$766K 0.23%
+21,107
93
$749K 0.23%
+3,280
94
$746K 0.22%
+4,665
95
$740K 0.22%
+15,375
96
$694K 0.21%
+11,832
97
$691K 0.21%
+2,951
98
$688K 0.21%
+2,724
99
$657K 0.2%
+1,088
100
$640K 0.19%
+8,290
2 3
4
5 6