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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.94M 1.18%
177,461
+36,270
27
$9.88M 1.17%
50,720
+2,026
28
$8.91M 1.06%
135,282
+30,415
29
$7.77M 0.92%
39,763
+10,708
30
$7.72M 0.92%
481,934
+76,180
31
$7.51M 0.89%
147,287
+6,243
32
$7.17M 0.85%
276,706
+1,712
33
$6.96M 0.83%
+192,294
34
$6.82M 0.81%
110,193
+5,406
35
$6.79M 0.81%
88,295
+5,239
36
$6.78M 0.8%
112,893
+6,645
37
$6.42M 0.76%
73,480
+2,423
38
$6.42M 0.76%
183,172
+27,804
39
$6.22M 0.74%
7,046
-1,542
40
$6.12M 0.73%
113,907
+23,947
41
$5.92M 0.7%
228,783
+12,600
42
$5.71M 0.68%
228,797
+12,597
43
$5.61M 0.67%
332,175
+12,255
44
$5.51M 0.65%
233,039
+12,830
45
$5.45M 0.65%
51,900
+1,878
46
$5.25M 0.62%
59,620
+1,967
47
$5.21M 0.62%
225,112
+10,520
48
$5.15M 0.61%
219,263
+11,611
49
$5.05M 0.6%
113,241
+23,084
50
$5.03M 0.6%
73,828
+2,587
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