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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.15%
142,856
+2,292
27
$11.5M 1.04%
152,354
+34,846
28
$10.6M 0.96%
473,321
+38,010
29
$10.5M 0.95%
551,308
+18,019
30
$10.1M 0.91%
98,245
+9,793
31
$9.95M 0.9%
202,943
-8,431
32
$9.29M 0.84%
88,832
+7,006
33
$8.9M 0.81%
83,804
-2,678
34
$8.81M 0.8%
147,164
+11,800
35
$8.72M 0.79%
128,649
+5,063
36
$8.67M 0.79%
316,798
+5,820
37
$8.66M 0.79%
154,566
+7,650
38
$8.59M 0.78%
55,735
+26,717
39
$8.57M 0.78%
70,520
-70,269
40
$8.43M 0.76%
67,447
+7,186
41
$8.3M 0.75%
181,406
+8,928
42
$7.67M 0.7%
150,541
+11,964
43
$7.13M 0.65%
204,002
+10,096
44
$6.79M 0.62%
246,175
+19,365
45
$6.68M 0.61%
263,245
+8,537
46
$6.65M 0.6%
258,607
+8,386
47
$6.65M 0.6%
6,812
-422
48
$6.52M 0.59%
98,202
-7,177
49
$6.46M 0.59%
128,869
-2,394
50
$6.25M 0.57%
249,463
+8,091
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