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
101
$636K 0.19%
+2,630
102
$627K 0.19%
+3,676
103
$617K 0.19%
+24,994
104
$611K 0.18%
+29,067
105
$606K 0.18%
+14,470
106
$604K 0.18%
+9,185
107
$601K 0.18%
+7,875
108
$593K 0.18%
+11,533
109
$589K 0.18%
+4,117
110
$585K 0.18%
+12,795
111
$573K 0.17%
+28,862
112
$560K 0.17%
+3,017
113
$549K 0.17%
+3,335
114
$548K 0.17%
+3,470
115
$533K 0.16%
+3,568
116
$521K 0.16%
+1,505
117
$519K 0.16%
+6,221
118
$510K 0.15%
+7,324
119
$509K 0.15%
+3,318
120
$508K 0.15%
+10,164
121
$487K 0.15%
+2,098
122
$482K 0.15%
+9,918
123
$479K 0.14%
+6,586
124
$479K 0.14%
+14,207
125
$476K 0.14%
+17,748
3 4
5
6 7