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
$1.3B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.85M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.21%
64,989
-529
27
$15.2M 1.16%
96,021
+1,789
28
$13.4M 1.02%
138,943
-16,833
29
$12.5M 0.95%
140,838
+3,699
30
$12.4M 0.95%
631,009
+118,226
31
$12.3M 0.93%
192,636
+5,324
32
$12.2M 0.93%
531,259
+738
33
$11.7M 0.89%
195,632
+5,418
34
$11.1M 0.84%
87,291
+2,179
35
$10.9M 0.83%
211,080
+96,509
36
$10.7M 0.81%
87,154
+2,490
37
$10.6M 0.81%
76,527
+16,071
38
$10.4M 0.8%
516,964
+12,300
39
$9.87M 0.75%
235,533
+7,142
40
$9.85M 0.75%
+511,709
41
$9.54M 0.73%
241,796
-161,248
42
$9.12M 0.7%
59,393
+1,632
43
$8.84M 0.67%
170,720
+5,538
44
$8.78M 0.67%
486,255
+13,258
45
$8.59M 0.65%
128,600
+3,168
46
$8.17M 0.62%
124,302
+3,371
47
$8.04M 0.61%
323,252
+8,037
48
$7.98M 0.61%
461,427
+9,225
49
$7.92M 0.6%
159,665
+3,669
50
$7.63M 0.58%
40,152
+1,026
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