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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.7M
3
+$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1
+$9.11M
2
+$5.24M
3
+$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.9M 1.34%
181,327
+302
27
$20.6M 1.32%
155,776
-1,701
28
$20.2M 1.3%
512,783
+8,576
29
$18.4M 1.17%
186,586
+694
30
$16M 1.02%
57,761
+953
31
$13.7M 0.88%
94,232
-1,279
32
$13.5M 0.86%
155,996
+60,525
33
$13.2M 0.84%
137,139
+1,093
34
$13.2M 0.84%
190,214
+3,217
35
$13.2M 0.84%
84,664
+1,101
36
$13M 0.83%
187,312
+3,172
37
$12.4M 0.79%
+530,521
38
$12.3M 0.79%
85,112
+1,441
39
$12.2M 0.78%
39,126
+563
40
$10.8M 0.69%
504,664
+1,016
41
$10.8M 0.69%
60,456
-67
42
$10.7M 0.69%
+194,592
43
$10.7M 0.68%
472,997
+8,005
44
$10.4M 0.67%
228,391
+7,928
45
$10.4M 0.66%
125,432
+2,123
46
$10.3M 0.66%
63,939
+883
47
$9.5M 0.61%
90,362
+1,583
48
$9.46M 0.61%
117,838
+27,259
49
$9.46M 0.61%
452,202
+79,379
50
$9.38M 0.6%
+112,041
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