MWA
Motive Wealth Advisors Portfolio holdings
AUM
$220M
This Quarter Return
+6.59%
1 Year Return
+14.23%
3 Year Return
+55.92%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.03%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.5M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.3M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.97M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$8.57M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$7.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Consumer Discretionary | 3.82% |
| 3 | Financials | 3.22% |
| 4 | Industrials | 2.14% |
| 5 | Healthcare | 1.81% |
