MWA

Motive Wealth Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$286K
2 +$249K
3 +$184K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$150K
5
TSLA icon
Tesla
TSLA
+$41K

Top Sells

1 +$296K
2 +$226K
3 +$225K
4
HD icon
Home Depot
HD
+$213K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$213K

Sector Composition

1 Technology 5.07%
2 Communication Services 1.67%
3 Financials 1.59%
4 Healthcare 1.53%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-686
52
-2,963
53
-4,179
54
-1,219
55
-510