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
151
$327K 0.1%
+14,247
152
$321K 0.1%
+16,869
153
$317K 0.1%
+11,685
154
$314K 0.09%
+10,357
155
$313K 0.09%
+6,857
156
$313K 0.09%
+6,031
157
$309K 0.09%
+7,579
158
$307K 0.09%
+7,968
159
$306K 0.09%
+6,463
160
$306K 0.09%
+3,060
161
$302K 0.09%
+2,636
162
$302K 0.09%
+6,236
163
$301K 0.09%
+354
164
$301K 0.09%
+8,867
165
$286K 0.09%
+1,173
166
$285K 0.09%
+8,345
167
$282K 0.09%
+2,692
168
$280K 0.08%
+5,536
169
$279K 0.08%
+1,694
170
$279K 0.08%
+5,303
171
$277K 0.08%
+5,810
172
$274K 0.08%
+3,008
173
$273K 0.08%
+10,768
174
$271K 0.08%
+1,141
175
$269K 0.08%
+6,921
5 6
7
8 9