MFWM
Motley Fool Wealth Management Portfolio holdings
AUM $1.69B
AUM
$1.69B
AUM Growth
-$247M (-13%)
Cap. Flow
-$122M
Cap. Flow % of AUM
-7.2%
Top 10 Holdings %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 | $13.1M | |
| 3 | $11.2M | |
| 4 | $11.1M | |
| 5 | $10.4M |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Consumer Discretionary | 13.18% |
| 3 | Financials | 12.5% |
| 4 | Communication Services | 10.91% |
| 5 | Healthcare | 10.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $78M | 4.61% | 409,975 -58,815 | -13% | -$11.2M | |||
| $74M | 4.38% | 128,478 -18,119 | -12% | -$10.4M | |||
| $58.1M | 3.43% | 12,605 -1,719 | -12% | -$7.92M | |||
| $54.4M | 3.22% | 348,109 -47,687 | -12% | -$7.45M | |||
| $48.3M | 2.85% | 24,739 -3,516 | -12% | -$6.86M | |||
| $47.2M | 2.79% | 50,570 -7,021 | -12% | -$6.55M | |||
| $44.5M | 2.63% | 81,170 -10,856 | -12% | -$5.95M | |||
| $42.5M | 2.51% | 2,053,473 -536,710 | -21% | -$11.1M | |||
| $42.3M | 2.5% | 157,613 -22,476 | -12% | -$6.03M | |||
| $32.8M | 1.94% | 1,610,344 +893,519 | +125% | +$18.2M | |||
| $32.3M | 1.91% | 189,197 -30,262 | -14% | -$5.16M | |||
| $32.2M | 1.9% | 39,488 -5,522 | -12% | -$4.5M | |||
| $32.2M | 1.9% | 1,939,995 -137,363 | -7% | -$2.28M | |||
| $31.9M | 1.89% | 1,568,021 -111,184 | -7% | -$2.26M | |||
| $31.5M | 1.86% | 253,443 -24,162 | -9% | -$3.01M | |||
| $27.2M | 1.61% | 640,052 +290,455 | +83% | +$12.4M | |||
| $26.2M | 1.55% | 330,575 -28,864 | -8% | -$2.29M | |||
| $24.7M | 1.46% | 348,979 +1,251 | +0.4% | +$88.4K | |||
| $23.8M | 1.41% | 98,286 -11,354 | -10% | -$2.75M | |||
| $22.7M | 1.34% | 42,627 -4,852 | -10% | -$2.58M | |||
| $20M | 1.18% | 37,993 -9,793 | -20% | -$5.15M | |||
| $19.7M | 1.17% | 1,210,522 -98,402 | -8% | -$1.6M | |||
| $18.8M | 1.11% | 813,572 | New | +$18.8M | |||
| $17.4M | 1.03% | 227,533 +62,196 | +38% | +$4.75M | |||
| $17.2M | 1.01% | 251,291 -9,117 | -4% | -$623K |
