MWA
Motive Wealth Advisors Portfolio holdings
AUM
$220M
This Quarter Return
+5.76%
1 Year Return
+14.23%
3 Year Return
+55.92%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
61.66%
Holding
65
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.16% |
| 2 | Communication Services | 1.93% |
| 3 | Consumer Discretionary | 1.83% |
| 4 | Financials | 1.27% |
| 5 | Healthcare | 1.04% |
