MWA

Motive Wealth Advisors Portfolio holdings

AUM $220M
This Quarter Return
-1.04%
1 Year Return
+14.23%
3 Year Return
+55.92%
5 Year Return
10 Year Return
AUM
$187M
AUM Growth
+$754K
Cap. Flow
+$4.34M
Cap. Flow %
2.32%
Top 10 Hldgs %
61.71%
Holding
79
New
4
Increased
15
Reduced
45
Closed
8
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$353K0.19% 1,419
-86
-6%
-$21.4K
$324K0.17% 884
-90
-9%
-$33K
$312K0.17% 1,806
-23
-1%
-$3.97K
$307K0.16% 1,801
-69
-4%
-$11.8K
$273K0.15% 3,343
$257K0.14% 959
-109
-10%
-$29.3K
$257K0.14% 552
-5
-0.9%
-$2.33K
$253K0.14% 3,526
+93
+3%
+$6.68K
$251K0.13% 2,200
$244K0.13% 1,218
-124
-9%
-$24.8K
$231K0.12% 2,578
-486
-16%
-$43.6K
$224K0.12% 2,912
-294
-9%
-$22.7K
$223K0.12% 1,342
-47
-3%
-$7.79K
$221K0.12% 2,777
-474
-15%
-$37.7K
$216K0.12%
+3,020
New
+$216K
$212K0.11% 1,518
+25
+2%
+$3.5K
$211K0.11%
+1,259
New
+$211K
$209K0.11%
+737
New
+$209K
$207K0.11%
+1,559
New
+$207K
$202K0.11% 4,837
-577
-11%
-$24.1K
$202K0.11% 407
-23
-5%
-$11.4K
-639
Closed
-$225K
-479
Closed
-$213K
-1,924
Closed
-$232K
-568
Closed
-$206K