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
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.1%
56,353
+12,956
27
$10.1M 1.07%
52,042
-726
28
$9.82M 1.04%
186,459
-419
29
$9.37M 0.99%
45,861
-1,221
30
$9.17M 0.97%
522,165
-4,036
31
$8.61M 0.91%
305,567
+1,922
32
$8.4M 0.89%
97,273
+446
33
$8.21M 0.87%
88,392
-1,064
34
$8.08M 0.85%
119,237
-202
35
$8M 0.84%
81,601
-2,494
36
$7.89M 0.83%
61,610
-789
37
$7.62M 0.8%
219,891
-3,954
38
$7.17M 0.76%
135,487
+1,692
39
$6.99M 0.74%
7,528
+161
40
$6.64M 0.7%
159,099
+2,011
41
$6.54M 0.69%
120,847
-1,939
42
$6.36M 0.67%
245,353
+260
43
$6.34M 0.67%
250,492
+824
44
$6.33M 0.67%
245,318
+249
45
$6.33M 0.67%
338,820
+120
46
$6.33M 0.67%
74,698
-1,619
47
$6.24M 0.66%
79,076
-716
48
$6.17M 0.65%
69,338
-220
49
$6.15M 0.65%
158,973
-2,404
50
$5.46M 0.58%
178,652
+2,200
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