MW

Maia Wealth Portfolio holdings

AUM $594M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.9M
3
+$4.11M
4
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$2.86M
5
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
+$2.7M

Top Sells

1
+$9.84M
2
+$6.26M
3
+$3.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.28M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.12M

Sector Composition

1 Technology 7.6%
2 Financials 6.7%
3 Communication Services 3.73%
4 Consumer Discretionary 3.68%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$453K 0.1%
+4,508
177
$453K 0.1%
+6,595
178
$437K 0.1%
5,054
+226
179
$434K 0.1%
2,812
+263
180
$432K 0.1%
11,240
-515
181
$430K 0.1%
13,811
+30
182
$423K 0.1%
11,722
+6,704
183
$422K 0.1%
9,047
-4,304
184
$412K 0.09%
+17,279
185
$406K 0.09%
+3,219
186
$404K 0.09%
9,994
-113
187
$403K 0.09%
+9,047
188
$403K 0.09%
15,185
-5,564
189
$397K 0.09%
1,662
+54
190
$393K 0.09%
+15,707
191
$393K 0.09%
5,940
-2,360
192
$392K 0.09%
12,225
-197
193
$390K 0.09%
6,262
-1,044
194
$386K 0.09%
4,375
+560
195
$386K 0.09%
+12,104
196
$385K 0.09%
13,895
-10,212
197
$384K 0.09%
6,176
+120
198
$381K 0.09%
4,047
+1,353
199
$381K 0.09%
11,167
+417
200
$379K 0.09%
1,482
+90
6 7
8
9 10