MW
Maia Wealth Portfolio holdings
AUM
$525M
1-Year Return
13.27%
This Quarter Return
+9.72%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$248M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.57%
Holding
192
New
192
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$36.4M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$11M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$10.4M |
| 4 |
FS KKR Capital
FSK
|
+$8.11M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$7.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.44% |
| 2 | Financials | 5.88% |
| 3 | Healthcare | 3.89% |
| 4 | Communication Services | 3.3% |
| 5 | Consumer Discretionary | 2.87% |
