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
201
$352K 0.08%
5,443
-449
202
$352K 0.08%
6,056
+2,467
203
$352K 0.08%
5,316
+1,251
204
$351K 0.08%
8,213
+2,630
205
$347K 0.07%
10,382
+2,642
206
$347K 0.07%
+2,528
207
$346K 0.07%
3,815
+304
208
$345K 0.07%
+8,180
209
$345K 0.07%
3,259
-2,254
210
$343K 0.07%
2,658
-20
211
$342K 0.07%
8,000
-599
212
$342K 0.07%
+5,926
213
$337K 0.07%
3,264
+896
214
$336K 0.07%
+3,210
215
$333K 0.07%
6,238
+1,522
216
$325K 0.07%
2,101
-551
217
$322K 0.07%
4,824
+1,351
218
$316K 0.07%
7,633
+153
219
$315K 0.07%
+9,002
220
$312K 0.07%
5,713
-138
221
$309K 0.07%
+4,487
222
$309K 0.07%
3,340
+1,013
223
$302K 0.07%
1,095
+17
224
$300K 0.06%
+6,578
225
$297K 0.06%
3,463
+817
7 8
9
10 11