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
$405M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.53M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.04M

Top Sells

1
+$3.47M
2
+$2.3M
3
+$1.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M

Sector Composition

1 Technology 7.73%
2 Financials 6.23%
3 Consumer Discretionary 3.86%
4 Healthcare 3.69%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$362K 0.09%
1,577
+436
177
$359K 0.09%
12,537
-257
178
$357K 0.09%
+8,599
179
$356K 0.09%
3,936
-1,239
180
$355K 0.09%
10,976
-910
181
$354K 0.09%
1,312
+139
182
$354K 0.09%
4,631
-37
183
$351K 0.09%
+5,851
184
$347K 0.09%
6,200
-263
185
$347K 0.09%
10,711
-503
186
$341K 0.08%
14,854
-3,085
187
$336K 0.08%
7,296
+439
188
$320K 0.08%
3,511
+559
189
$311K 0.08%
10,055
-302
190
$309K 0.08%
23,966
+7,686
191
$308K 0.08%
+5,951
192
$306K 0.08%
5,851
-180
193
$305K 0.08%
2,621
+154
194
$299K 0.07%
7,480
-488
195
$292K 0.07%
4,627
+1,333
196
$291K 0.07%
1,331
+101
197
$290K 0.07%
2,678
-152
198
$289K 0.07%
6,912
-667
199
$287K 0.07%
+1,078
200
$286K 0.07%
+4,911
6 7
8
9 10