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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
176
$723K 0.12%
13,609
+2,507
177
$712K 0.12%
10,488
-818
178
$709K 0.12%
36,866
-301
179
$697K 0.12%
4,494
+279
180
$685K 0.12%
5,283
+1,835
181
$658K 0.11%
24,032
+9,383
182
$658K 0.11%
6,525
-336
183
$635K 0.11%
19,103
-4,238
184
$632K 0.11%
3,215
-654
185
$626K 0.11%
6,275
-393
186
$616K 0.1%
21,990
+5,290
187
$608K 0.1%
2,353
-625
188
$606K 0.1%
2,771
-342
189
$605K 0.1%
6,757
-56
190
$599K 0.1%
18,126
+3,671
191
$591K 0.1%
20,492
+5,272
192
$579K 0.1%
15,493
+278
193
$570K 0.1%
7,892
-4,769
194
$565K 0.1%
2,746
+1,309
195
$554K 0.09%
19,267
-2,801
196
$549K 0.09%
1,776
+15
197
$546K 0.09%
7,267
-1,102
198
$545K 0.09%
6,326
+153
199
$544K 0.09%
10,248
-25
200
$542K 0.09%
2,872
-282
6 7
8
9 10