MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
+$9.36M
2
+$8.75M
3
+$7.46M
4
MA icon
Mastercard
MA
+$6.88M
5
AAPL icon
Apple
AAPL
+$5.79M

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 1.44%
+151,088
27
$2.43M 1.42%
+43,347
28
$2.33M 1.36%
+72,732
29
$2.02M 1.18%
+56,464
30
$2.01M 1.18%
+27,884
31
$1.98M 1.16%
+35,542
32
$1.92M 1.12%
+13,511
33
$1.89M 1.11%
+22,339
34
$1.75M 1.03%
+27,861
35
$1.71M 1%
+26,160
36
$1.61M 0.94%
+108,600
37
$1.51M 0.88%
+8,353
38
$1.48M 0.87%
+30,380
39
$1.46M 0.85%
+40,179
40
$1.43M 0.84%
+9,930
41
$1.42M 0.83%
+11,214
42
$1.39M 0.81%
+32,109
43
$1.37M 0.8%
+18,380
44
$1.26M 0.74%
+35,132
45
$1.23M 0.72%
+68,851
46
$1.21M 0.71%
+19,558
47
$1.16M 0.68%
+20,059
48
$1.16M 0.68%
+32,834
49
$1.08M 0.63%
+17,583
50
$1.02M 0.6%
+7,975
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