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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
151
$918K 0.15%
9,663
-2,663
152
$913K 0.15%
17,353
-2,412
153
$908K 0.15%
14,086
+6,962
154
$900K 0.15%
2,534
+1,192
155
$895K 0.15%
3,717
-950
156
$892K 0.15%
11,321
+1,543
157
$890K 0.15%
11,904
+168
158
$877K 0.15%
29,960
+3,443
159
$857K 0.14%
3,316
-1,004
160
$839K 0.14%
15,712
-444
161
$829K 0.14%
5,697
-204
162
$829K 0.14%
32,879
-403
163
$824K 0.14%
+13,894
164
$810K 0.14%
18,504
-1,107
165
$810K 0.14%
44,074
-2,527
166
$803K 0.14%
6,682
+330
167
$802K 0.14%
11,379
+4,497
168
$782K 0.13%
7,636
-563
169
$780K 0.13%
10,005
+1,131
170
$780K 0.13%
6,970
-320
171
$778K 0.13%
+32,749
172
$771K 0.13%
2,606
-708
173
$763K 0.13%
18,293
+547
174
$735K 0.12%
12,616
-2,886
175
$730K 0.12%
12,688
+3,963
5 6
7
8 9