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
$166M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.65M

Sector Composition

1 Technology 6.16%
2 Communication Services 1.93%
3 Consumer Discretionary 1.83%
4 Financials 1.27%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.19%
3,671
52
$308K 0.19%
1,923
53
$308K 0.19%
1,210
54
$300K 0.18%
4,437
55
$292K 0.18%
847
56
$282K 0.17%
1,740
57
$274K 0.16%
3,752
58
$270K 0.16%
1,559
59
$264K 0.16%
475
60
$262K 0.16%
3,343
61
$257K 0.15%
1,556
62
$249K 0.15%
2,200
63
$231K 0.14%
527
64
$220K 0.13%
856
65
$213K 0.13%
1,362
1 2
3