MWA
Motive Wealth Advisors Portfolio holdings
AUM
$232M
1-Year Est. Return
15.53%
1 Year Est. Return
+15.53%
AUM
$220M
AUM Growth
+$32.7M
(+17%)
Holding
89
Top Buys
| 1 | +$3.73M | |
| 2 | +$1.64M | |
| 3 | +$1.61M | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.51M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.25M |
Top Sells
| 1 | +$843K | |
| 2 | +$706K | |
| 3 | +$483K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$450K |
| 5 |
UnitedHealth
UNH
|
+$400K |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Consumer Discretionary | 2.25% |
| 3 | Communication Services | 2.24% |
| 4 | Financials | 2.17% |
| 5 | Healthcare | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ServiceNow
NOW
$194B
| $235K | 0.11% |
+229
|
|
||
77
Abbott
ABT
$223B
| $230K | 0.1% |
+1,689
|
|
||
78
Caterpillar
CAT
$241B
| $224K | 0.1% |
+577
|
|
||
79
Booking.com
BKNG
$170B
| $220K | 0.1% |
+38
|
|
||
80
S&P Global
SPGI
$146B
| $217K | 0.1% |
+411
|
|
||
81
AT&T
T
$183B
| $217K | 0.1% |
+7,482
|
|
||
82
Amphenol
APH
$157B
| $215K | 0.1% |
+2,177
|
|
||
83
Eaton
ETN
$140B
| $209K | 0.1% |
+586
|
|
||
84
Chevron
CVX
$313B
| $206K | 0.09% |
1,440
+181
|
|
||
85
Adobe
ADBE
$148B
| $203K | 0.09% |
+526
|
|
||
86
Progressive
PGR
$131B
| $203K | 0.09% |
762
+25
|
|
||
87
TJX Companies
TJX
$159B
| $200K | 0.09% |
+1,620
|
|
||
|
88
UnitedHealth
UNH
$327B
| – | – |
-763
|
|
||
89
Merck
MRK
$219B
| – | – |
-2,578
|
|