We are live on ! Find out more
MW

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
76
$2.14M 0.36%
+27,436
77
$2.1M 0.35%
78,170
+13,691
78
$2.09M 0.35%
14,132
+3,538
79
$2.06M 0.35%
38,167
+29,165
80
$2.03M 0.34%
+96,478
81
$2.03M 0.34%
43,186
-2,372
82
$2.02M 0.34%
58,912
+18,988
83
$1.99M 0.34%
39,064
+30,889
84
$1.98M 0.33%
54,545
+10,601
85
$1.97M 0.33%
42,525
+17,387
86
$1.97M 0.33%
6,771
+149
87
$1.96M 0.33%
58,809
-146,413
88
$1.9M 0.32%
39,002
-3,790
89
$1.88M 0.32%
14,253
-1,784
90
$1.85M 0.31%
35,756
+6,216
91
$1.84M 0.31%
5,052
-791
92
$1.82M 0.31%
38,078
+3,148
93
$1.77M 0.3%
39,823
-3,225
94
$1.74M 0.29%
31,560
+2,398
95
$1.74M 0.29%
3,853
-47
96
$1.74M 0.29%
29,050
-15,452
97
$1.71M 0.29%
17,964
+1,155
98
$1.7M 0.29%
23,759
-1,552
99
$1.7M 0.29%
15,157
-2,717
100
$1.69M 0.29%
5,579
-992
2 3
4
5 6