MW
Maia Wealth Portfolio holdings
AUM
$525M
This Quarter Return
+3%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
–
Cap. Flow
+$332M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
224
New
224
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$37.8M |
| 2 |
FS KKR Capital
FSK
|
$10.6M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$10.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$9.9M |
| 5 |
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% |
