MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.69B
This Quarter Return
-1.77%
1 Year Return
+10.55%
3 Year Return
+42.16%
5 Year Return
+149.29%
10 Year Return
+321.01%
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
-$187M
Cap. Flow %
-11.06%
Top 10 Hldgs %
30.87%
Holding
137
New
4
Increased
9
Reduced
110
Closed
12

Top Buys

1
$18.8M
2
$18.2M
3
$12.4M
4
$9.5M
5
$9.07M

Top Sells

1
$18.4M
2
$14.4M
3
$13.1M
4
$11.2M
5
$11.1M

Sector Composition

1Technology16.41%
2Consumer Discretionary13.18%
3Financials12.5%
4Communication Services10.91%
5Healthcare10.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$78M4.61% 409,975
-58,815
-13%
-$11.2M
$74M4.38% 128,478
-18,119
-12%
-$10.4M
$58.1M3.43% 12,605
-1,719
-12%
-$7.92M
$54.4M3.22% 348,109
-47,687
-12%
-$7.45M
$48.3M2.85% 24,739
-3,516
-12%
-$6.86M
$47.2M2.79% 50,570
-7,021
-12%
-$6.55M
$44.5M2.63% 81,170
-10,856
-12%
-$5.95M
$42.5M2.51% 2,053,473
-536,710
-21%
-$11.1M
$42.3M2.5% 157,613
-22,476
-12%
-$6.03M
$32.8M1.94% 1,610,344
+893,519
+125%
+$18.2M
$32.3M1.91% 189,197
-30,262
-14%
-$5.16M
$32.2M1.9% 39,488
-5,522
-12%
-$4.5M
$32.2M1.9% 1,939,995
-137,363
-7%
-$2.28M
$31.9M1.89% 1,568,021
-111,184
-7%
-$2.26M
$31.5M1.86% 253,443
-24,162
-9%
-$3.01M
$27.2M1.61% 640,052
+290,455
+83%
+$12.4M
$26.2M1.55% 330,575
-28,864
-8%
-$2.29M
$24.7M1.46% 348,979
+1,251
+0.4%
+$88.4K
$23.8M1.41% 98,286
-11,354
-10%
-$2.75M
$22.7M1.34% 42,627
-4,852
-10%
-$2.58M
$20M1.18% 37,993
-9,793
-20%
-$5.15M
$19.7M1.17% 1,210,522
-98,402
-8%
-$1.6M
$18.8M1.11%
+813,572
 New
+$18.8M
$17.4M1.03% 227,533
+62,196
+38%
+$4.75M
$17.2M1.01% 251,291
-9,117
-4%
-$623K
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