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
$465M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.26M
3
+$5.29M
4
BGLD icon
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
+$2.84M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.53M

Top Sells

1
+$9.55M
2
+$5.73M
3
+$5.69M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$4.98M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.33M

Sector Composition

1 Technology 7.92%
2 Financials 7.11%
3 Communication Services 4.31%
4 Consumer Discretionary 4.25%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$463K 0.1%
6,914
+3,745
177
$462K 0.1%
+2,181
178
$457K 0.1%
+7,220
179
$444K 0.1%
1,292
+595
180
$441K 0.09%
1,392
+80
181
$436K 0.09%
13,781
+3,726
182
$435K 0.09%
6,130
-64
183
$427K 0.09%
+2,432
184
$427K 0.09%
1,980
+403
185
$422K 0.09%
1,440
+81
186
$418K 0.09%
10,107
-96
187
$414K 0.09%
+15,277
188
$411K 0.09%
10,750
+1,173
189
$401K 0.09%
+1,735
190
$398K 0.09%
12,422
-564
191
$390K 0.08%
2,549
-924
192
$384K 0.08%
12,225
+1,514
193
$383K 0.08%
10,903
-73
194
$382K 0.08%
16,663
+1,005
195
$372K 0.08%
6,295
+95
196
$370K 0.08%
+13,474
197
$369K 0.08%
1,261
-46
198
$364K 0.08%
+4,368
199
$360K 0.08%
1,608
+277
200
$354K 0.08%
2,738
+117
6 7
8
9 10