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Home > Institutional Investor > Motive Wealth Advisors > Profile

Instuitional Investor - Motive Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Motive Wealth Advisors
Portfolio Value $186,947,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 345,177 $17,545,347 9.39%
2.
Ishares Trust
 IEF 148,217 $14,661,625 7.84%
3.
Vanguard Specialized Funds - DIV APP ETF
 67,667 $13,126,652 7.02%
4.
Ishares Trust
 IEF 22,956 $12,899,237 6.9%
5.
Ishares Tr - MSCI USA QLT FCT
 67,514 $11,537,414 6.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)