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
$186M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$1.76M
3 +$1.42M
4
AVGO icon
Broadcom
AVGO
+$976K
5
AAPL icon
Apple
AAPL
+$464K

Sector Composition

1 Technology 7.19%
2 Consumer Discretionary 2.47%
3 Communication Services 2.12%
4 Financials 1.71%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,362