MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.33M
3
+$7.04M
4
MA icon
Mastercard
MA
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.48%
2 Communication Services 19.21%
3 Technology 15.44%
4 Financials 12.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.48%
+151,088
27
$2.43M 1.46%
+43,347
28
$2.33M 1.4%
+72,732
29
$2.02M 1.21%
+56,464
30
$2.01M 1.21%
+27,884
31
$1.98M 1.19%
+35,542
32
$1.92M 1.15%
+13,511
33
$1.89M 1.14%
+22,339
34
$1.75M 1.05%
+27,861
35
$1.71M 1.03%
+26,160
36
$1.61M 0.97%
+108,600
37
$1.51M 0.91%
+8,353
38
$1.48M 0.89%
+303,800
39
$1.46M 0.88%
+40,179
40
$1.43M 0.86%
+9,930
41
$1.42M 0.86%
+11,214
42
$1.39M 0.83%
+32,109
43
$1.37M 0.82%
+18,380
44
$1.26M 0.76%
+35,132
45
$1.23M 0.74%
+68,851
46
$1.21M 0.73%
+19,558
47
$1.16M 0.7%
+20,059
48
$1.16M 0.7%
+32,834
49
$1.08M 0.65%
+17,583
50
$1.02M 0.61%
+7,975
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