M

MOTCO Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$3.12M
3 +$1.01M
4
MET icon
MetLife
MET
+$313K
5
CVX icon
Chevron
CVX
+$313K

Top Sells

1 +$5.46M
2 +$3.53M
3 +$931K
4
AAPL icon
Apple
AAPL
+$572K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$388K

Sector Composition

1 Technology 7.68%
2 Healthcare 5.62%
3 Consumer Staples 5.57%
4 Financials 5.21%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5K ﹤0.01%
200
352
$5K ﹤0.01%
350
353
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581
354
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+98
355
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147
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200
359
$4K ﹤0.01%
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89
361
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100
362
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462
363
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90
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39
365
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+500
367
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25
368
$3K ﹤0.01%
150
369
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40
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57
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284
372
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103
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125
-100
374
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132
375
$3K ﹤0.01%
136