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
201
$286K 0.07%
+11,575
202
$286K 0.07%
1,667
-13,403
203
$281K 0.07%
5,756
-480
204
$278K 0.07%
7,834
-1,033
205
$275K 0.07%
+4,065
206
$274K 0.07%
2,739
-321
207
$268K 0.07%
+2,368
208
$266K 0.07%
2,681
-327
209
$265K 0.07%
1,270
+13
210
$264K 0.07%
1,044
+47
211
$264K 0.07%
10,370
-398
212
$264K 0.07%
4,142
+439
213
$252K 0.06%
+6,785
214
$252K 0.06%
2,571
+4
215
$251K 0.06%
2,793
+90
216
$245K 0.06%
+4,716
217
$244K 0.06%
+255
218
$243K 0.06%
1,165
-54
219
$240K 0.06%
3,425
+195
220
$237K 0.06%
1,132
+66
221
$234K 0.06%
+5,583
222
$233K 0.06%
4,728
-171
223
$232K 0.06%
5,583
-684
224
$231K 0.06%
+766
225
$228K 0.06%
28,626
+14,379
7 8
9
10 11