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Home > Institutional Investor > Mai Wealth Advisors > Profile

Instuitional Investor - Mai Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Mai Wealth Advisors
Portfolio Value $7,607,668,028
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,261,470 $602,515,758 7.91%
2.
Microsoft Corp
 MSFT 774,072 $291,082,033 3.82%
3.
Spdr S & P 500 Etf Trust
 SPY 606,508 $288,279,095 3.78%
4.
Apple Inc.
 AAPL 1,490,589 $286,983,021 3.77%
5.
Ishares Trust
 IEF 653,840 $181,211,759 2.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)