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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
126
$1.18M 0.2%
7,558
+1,666
127
$1.14M 0.19%
13,511
-4,003
128
$1.14M 0.19%
16,162
+507
129
$1.13M 0.19%
12,153
-637
130
$1.13M 0.19%
2,973
+1,248
131
$1.12M 0.19%
27,113
+7,511
132
$1.12M 0.19%
1,801
-187
133
$1.12M 0.19%
11,504
+1,088
134
$1.11M 0.19%
12,408
+3,882
135
$1.08M 0.18%
17,996
-1,423
136
$1.07M 0.18%
2,893
+6
137
$1.06M 0.18%
21,398
-2,452
138
$1.05M 0.18%
8,149
+253
139
$1.04M 0.18%
+41,286
140
$1.04M 0.18%
3,104
-698
141
$1.02M 0.17%
+39,846
142
$1.02M 0.17%
12,959
+4,636
143
$1.01M 0.17%
30,649
+3,214
144
$1.01M 0.17%
4,979
-1,213
145
$997K 0.17%
11,137
+2,942
146
$990K 0.17%
3,012
-451
147
$951K 0.16%
11,874
-8,512
148
$947K 0.16%
43,087
-902
149
$936K 0.16%
43,653
-6,615
150
$921K 0.16%
10,442
+2,667
4 5
6
7 8