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
201
$226K 0.07%
+7,635
202
$225K 0.07%
+1,230
203
$225K 0.07%
+3,889
204
$223K 0.07%
+12,429
205
$223K 0.07%
+1,239
206
$222K 0.07%
+6,327
207
$222K 0.07%
+5,055
208
$221K 0.07%
+2,052
209
$220K 0.07%
+5,711
210
$215K 0.06%
+2,202
211
$215K 0.06%
+3,628
212
$215K 0.06%
+3,182
213
$213K 0.06%
+8,488
214
$208K 0.06%
+10,328
215
$208K 0.06%
+3,230
216
$206K 0.06%
+4,196
217
$205K 0.06%
+3,294
218
$203K 0.06%
+2,218
219
$200K 0.06%
+1,816
220
$152K 0.05%
+10,689
221
$127K 0.04%
+17,114
222
$95.1K 0.03%
+16,862
223
$93.5K 0.03%
+12,544
224
$8.6K ﹤0.01%
+17,527
5 6 7 8
9