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
176
$268K 0.08%
+9,262
177
$268K 0.08%
+2,553
178
$265K 0.08%
+2,952
179
$263K 0.08%
+1,219
180
$258K 0.08%
+15,070
181
$256K 0.08%
+1,257
182
$255K 0.08%
+6,267
183
$254K 0.08%
+2,467
184
$250K 0.08%
+2,567
185
$249K 0.07%
+5,176
186
$248K 0.07%
+2,703
187
$248K 0.07%
+10,887
188
$242K 0.07%
+6,554
189
$241K 0.07%
+7,006
190
$239K 0.07%
+4,899
191
$238K 0.07%
+2,872
192
$238K 0.07%
+3,703
193
$237K 0.07%
+5,983
194
$233K 0.07%
+7,099
195
$230K 0.07%
+4,786
196
$230K 0.07%
+1,066
197
$230K 0.07%
+5,487
198
$228K 0.07%
+1,719
199
$227K 0.07%
+997
200
$227K 0.07%
+3,598
5 6 7
8
9