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MW

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

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
201
$540K 0.09%
+8,782
202
$539K 0.09%
4,528
-285
203
$538K 0.09%
22,965
+5,006
204
$530K 0.09%
6,251
+2,973
205
$529K 0.09%
+19,716
206
$521K 0.09%
2,061
-541
207
$519K 0.09%
22,400
-8,365
208
$517K 0.09%
2,118
-517
209
$513K 0.09%
18,495
-1,488
210
$508K 0.09%
1,381
-59
211
$499K 0.08%
+24,617
212
$497K 0.08%
9,770
-224
213
$493K 0.08%
25,432
-2,185
214
$489K 0.08%
1,162
+360
215
$487K 0.08%
11,526
+1,343
216
$476K 0.08%
10,642
-614
217
$471K 0.08%
4,890
+407
218
$464K 0.08%
18,420
-1,830
219
$464K 0.08%
5,110
+2,088
220
$457K 0.08%
964
-82
221
$455K 0.08%
10,080
+2,129
222
$454K 0.08%
4,704
+697
223
$451K 0.08%
2,248
-68
224
$445K 0.08%
1,295
+103
225
$444K 0.07%
1,905
-246