MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.3M
3
+$5.22M
4
LNKD
LinkedIn Corporation
LNKD
+$4.85M
5
SBUX icon
Starbucks
SBUX
+$4.45M

Top Sells

1
+$5.36M
2
+$3.77M
3
+$2.33M
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$2.15M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 1.02%
7,961
+438
27
$5.9M 0.95%
96,628
+15,144
28
$5.84M 0.93%
44,490
+16,694
29
$5.72M 0.92%
157,906
+57,895
30
$5.55M 0.89%
103,719
+49,821
31
$5.3M 0.85%
123,214
+30,997
32
$5.22M 0.84%
+180,399
33
$5.1M 0.82%
463,277
+148,722
34
$4.96M 0.79%
55,821
+10,486
35
$4.82M 0.77%
65,012
+11,478
36
$4.7M 0.75%
116,701
+32,180
37
$4.47M 0.72%
39,202
+8,843
38
$4.46M 0.71%
56,100
+11,513
39
$4.42M 0.71%
76,789
+19,122
40
$4.35M 0.7%
30,674
+7,424
41
$4.33M 0.69%
76,915
+17,467
42
$4.32M 0.69%
131,868
+12,966
43
$4.3M 0.69%
285,210
+24,510
44
$4.07M 0.65%
63,351
+5,657
45
$4.04M 0.65%
80,804
+7,680
46
$4M 0.64%
143,757
-30,532
47
$3.97M 0.64%
63,309
+15,575
48
$3.86M 0.62%
235,243
+20,274
49
$3.83M 0.61%
145,151
+44,148
50
$3.83M 0.61%
147,851
+43,982
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