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
$148M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$526K
2 +$313K
3 +$287K
4
MTN icon
Vail Resorts
MTN
+$269K
5
SCI icon
Service Corp International
SCI
+$237K

Sector Composition

1 Technology 7.54%
2 Financials 3.34%
3 Consumer Discretionary 3%
4 Healthcare 2.18%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,069
77
-849
78
-2,139